High tech is driving advisers’ businesses like never before
Advisers are not only using technology to make their firms run more efficiently—they are also implementing software and applications (apps) that can make the client-experience better.
Whether they are enhancing their customer relationship management (CRM) software, using tablets to conduct meetings or updating social media sites from their smartphones, advisers are awash in new technology. Although compliance challenges still exist for many, firms are becoming more comfortable with the use of social media and technology platforms.
Get Andrew Meadow’s take on how The Online 401(k) is using technology to benefit their customers.