Home Technology Upgrading Financial Advisor Technology Should Mean Improving Client Experience – Barron's

Upgrading Financial Advisor Technology Should Mean Improving Client Experience – Barron's

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Upgrading Financial Advisor Technology Should Mean Improving Client Experience - Barron's

After implementing a tech upgrade, my clients either embrace the change or are heard saying, “We’ve always done it that way,” adding, “let’s make sure the new technology can support the way we always did it.” Which best describes your firm?

When discussing change, all roads lead to technology. If you want to enhance your client experience, upgrade your legacy software. If you want to improve staff efficiencies, invest in work-flow software. For many advisory firms, unfortunately, the road ends there.

Once…

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