Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
"Ultimately, technology can augment one’s practice making them much more efficient to do what they should be doing – helping people make their way through their lives financially."
Born out of the ashes of the 2008 financial crisis, technology has helped the financial services industry tremendously, especially around client expectations. At the recent Wealth/Stack 2019 conference, Advicent COO, Tony Stich, discusses how this phenomenon has driven the industry forward digitally.
Watch the full video below:
Stay up to date with industry trends, thought leadership, and product news from Advicent by following us on Twitter and LinkedIn.