Summary: Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability. However, recent studies, and no doubt your own experience, have found that new investments in technology don’t always go smoothly. Despite large investments in CRM systems, client reporting and portfolio management software, advisors are frequently unsatisfied with the outcomes and/or are not utilizing technology to its fullest capacity.
 Sourcing and onboarding a new technology can be a complicated and time-consuming process. Nonetheless, if navigated correctly — with the support of a dedicated technology partner — a technology migration can provide tremendous benefits for your clients, your staff and your bottom line."James Capp, CTO, Trust Company of America |
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