Advisors can no longer provide value alone; technology has become a key part of the relationship model for many clients. Machines and human interaction together have become the perfect combination to help advisors engage with more clients and differentiate their value. Come participate in a lightening round discussion on the top 10 digital experiences advisors are leveraging to stand out, scale their business and gain efficiency. Examples: Digital Advice, Digital Onboarding, CRM, Collaborative Financial Planning, Artificial Intelligence, Advanced Analytics, Video and Chat, Digital Marketing and Virtual Assistants.
Moderator: Marissa Madiara, Vice President, Pershing
Darren Port, President, Tota Vita Financial Associates
Greg Friedman, Chief Executive Officer, Co-Founder, Private Ocean
Simon Roy, President and Chief Executive Officer, Jemstep