In the June edition of Inside Information, Bob goes in depth on:
Fintech firms are offering more engaging client portals, there are increasingly powerful prospect engagement tools on advisor websites and a new connection tool helps advisors monitor and track client progress toward their abundance goals.
A growing number of advisory firms are creating their own integrated tech stack.
Firms are now able to delegate their digital marketing efforts
Smaller custodians are winning the service battle.
The cloud-native app ecosystem will democratize the ability to build a customized tech stack and unique client tech experience. Catchlight offers a new way to use ‘big data,’ and new standalone programs are upgrading key features of more general software solutions
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