In 2022, there’s no shortage of financial solutions. The same can be said of financial services providers. However, despite the robust, practically overwhelming availability of services, financial management as a whole remains fragmented and siloed by legacy architecture. In short, it’s still difficult for many individuals — even wealthy ones with greater access — to effectively and efficiently oversee their finances.
Technology paves the way for longevity in the client relationship and long-term viability for today’s growing field of financial institutions. Learn how to connect advisors and consumers through other tech-enabled functions in your firm’s new client onboarding and servicing processes.