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Plan Advisor: Adviser Technology Fueling Client Satisfaction

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After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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February 22, 2013 at 12:20 pm
Press

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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.

Learn more