Narrator Connect from Advicent enables organizations to exceed client expectations and leverage technology in a DOL compliance strategy through customizable API technology
At the 2016 Technology Tools for Today T3 Enterprise Conference in Las Vegas, NV, Advicent will showcase tools to arm enterprise organizations for success both today and in the future through a personalized digital client experience.
New tools from Advicent will allow advisors to create a unique digital client experience
Narrator® Connect from Advicent enables firms to deliver custom financial applications to acquire and educate clients, deepen relationships, and improve efficiency. The firm is able to do so by providing a fully customizable, integrated, and differentiated experience. Applications created with Narrator Connect give clients access to information and tools such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.
Narrator Connect enables firms in “Creating a high impact digital strategy”
Pietro La Greca, vice president of corporate development of Advicent, will present on Thursday, November 3 from 9:20 to 10:00 AM in Brera 1-2 about creating impactful digital strategies by leveraging Narrator® Connect APIs and how to be successful in this shifting enterprise environment. “Personalization of technology is key to success for enterprise organizations,” stated La Greca. “By allowing a firm to create their own tools that fit into their client journey, we are empowering them to create a tool that natively follows their compliance department’s guidelines with regards to the DOL fiduciary standard and other regulatory changes that may arise in the future.”
Learn about Narrator Connect at Advicent Booth and get “techie” in the Tech Lab
Visit us throughout the conference at Booth 302/304 for live demos of the new generation of first-class financial planning tools from Advicent. In addition to providing powerful insights into digital financial planning strategies, Advicent will be taking part in the T3 Tech Lab Experience for conference attendees:
T3 Tech Lab Experience
- Wednesday, November 2 from 1:00 to 5:00 PM
- Advicent will be located in Condensa 5 at the Cosmopolitan Hotel
- Private appointments can be scheduled to ask questions, receive in-depth demos, and more through the conference app
Stay in touch with Advicent and receive live updates from the conference by following us on Twitter @AdvicentFP and using the conference hashtag, #T32016.
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit advicent.com or email firstname.lastname@example.org.