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Product-agnostic advisor experiences

Richard Napolitano, May 6, 2022

Rich Napolitano, Advisor360°’s Chief Executive Officer, discusses bringing data together to remove “swivel chair” challenges.

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Video transcript

Rich Napolitano: When you think about this business and what's evolving in FinTech and, specifically, the wealth business, there's lots of bits and pieces out there of technology and lots of components, or often we say the "parts bin."

But part of the secret sauce is bringing the data together to create an experience that crosses all these products silos, insurance and securities, etcetera. And then removing the "swivel chair" is a big effect. But at the end of the day, what you're really allowing people to do is to have a holistic view of the client, right? From beginning to end. And that's why it's so powerful. So we see this a lot and you know this well, this is somewhat our superpower.