Robotic automation won’t be all bad
Zaheer Master: The benefits of robotic process automation for advisers.
Tailoring the experience to meet client needs
Fiserv's Richard Keltner explains how advisers can use technology to help shape the client experience.
Deploying fintech to improve the client experience and prevent fraud
Technology can help focus adviser conversations with clients on goals as investing becomes more commoditized, according to participants of the InvestmentNews Fintech Think Tank.
New ways to communicate with clients
Orion's Kyle Hiatt describes what he sees as the next critical technologies for client communication.
A personalized client experience requires data — and more
Advisers need to prioritize what the client will demand from the advice experience, according to InvestmentNews Fintech Think Tank participants.
