Bob Veres Inside information: Tech enhanced client engagement
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Bob Veres Inside information: Tech enhanced client engagement

6 months ago · 1.1 MB Download

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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

© 2022 Bob VeresNote:

Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your peers would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.

DISCLAIMER: This document has not been approved, disapproved, or otherwise acted upon by any senior technical committees, and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed with the understanding that the contributing authors and editors, and the publisher, are not rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

Download the Inside Information June 2022

File name: insideinfo-jun2022.pdf

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