2 min read
Designing the Future of Client Experience
We live in a world of intelligent technology. The apps we use for travel, shopping, fitness, and healthcare remember preferences, anticipate needs, and respond quickly. Our lived experience has...
2 min read
Transformation Without Disruption: Protecting Continuity While Embracing Change
Technology transitions need to be carefully orchestrated, but they don’t have to derail advisors or their teams. Here’s how to thread that needle.
3 min read
Beyond the Portfolio: How Thoughtful Platform Design Helps Advisors Shine
The connection between advisors and clients is built on conversations that go beyond the numbers. Thoughtful technology and mindful design can...