Financial technology firms are increasingly addressing this need by developing solutions offering industry-altering modernization, procedural simplification, sleek efficiency, and a much-needed customer experience focus. This is a large scale, strategic endeavor, but to date, has largely addressed singular pain points.
To better explore this modern movement and understand the technology of change behind it, Brian Moran and Mark Spina deliver a deep-dive on how they have been using technology to redraw the landscape of engagement within the wealth management industry.