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.
We speak to:
– Doreen Griffith, SVP, Chief Information Officer, Ladenberg Thalmann Financial Services
– Kol Birke, Managing Principal, Technology and Corporate Strategy, Commonwealth Financial Network
– Britton Lombardi, VP, Revenue Operations & Strategic Partnerships, Apex Clearing
