Tailoring the experience to meet client needs

July 02, 2019 @ 12:00 am

Runtime: 1:10

Fiserv's Richard Keltner explains how advisers can use technology to help shape the client experience.

More from the Event

The FinTech Advantage Is Real—Are You Ready?

Technology has fundamentally changed the way advisors operate, from practice management to client interaction. Used correctly, technology can make an advisor’s life easier by shouldering administrative tasks and freeing up time for clients.

Yet finding and integrating the right technology can be challenging. This paper offers five tips for building a better tech strategy.


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