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For all the efficiencies a tech stack creates, it also presents major challenges of its own when it comes to implementation, maintenance, training, customization and support. And when financial services firms are looking to grow their businesses, lack of time is a problem. Discover the benefits of outsourcing vs. adopting new technologies. READ MORE ›
As the independent advisor segment expands , so too does the volume of advisor technology that exists to support it. Considering the number of fintech firms designing, developing, and promoting products and solutions for today’s advisors, the idea that technology is the answer to financial advisors’ greatest challenges is a combination of reality and marketing magic. Of course, technology can drive efficiencies, streamline manual processes, improve communication capabilities and even create better outcomes for end clients. But with the myriad of options being put on the market and the technologies themselves differing enough to require extensive training to effectively operate, inefficiencies and costs are created in the process.
Instead of new technology, what financial advisors actually need is the operational efficiencies, time savings and relationship management capabilities that advisor technologies provide, without the burden of maintaining the tech itself. If your firm doesn’t have the time or the resources to dedicate to maintaining another tech platform, there’s another way.
Download this eBook to learn the benefits of outsourcing, including how to:
Get an inside look at the next generation of options as you reimagine the way you work with clients. READ MORE ›
The pressures on you and your firm have never been greater. You’re expected to be instantly accessible, available on digital channels, stay efficient, and stay ahead of industry trends. The only way to stay competitive is to consistently deliver an exceptional client experience, but both traditional tech platforms and turnkey outsourced offerings present unique challenges for firms like yours.
Download this eBook now for tips to help you offer a modern client experience while ensuring you meet your business goals. Keep in mind seven characteristics to help you navigate the current tech landscape, including:
Ensuring your pain points are addressed by any tech improvements
Why it’s essential to have a mindset for advancement in a fail-forward culture
Flexibility with the ability to scale later as needs change
In any scenario, everything you try to achieve comes down to time. Discover a way to make the most of your time and free up valuable resources.