Video | A simpler approach to custom client experiences

November 6, 2018 by Kelton Corcoran

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

“The advice you are providing to clients needs to be immediate, up-to-date, and available 24/7”

At the recent 2018 T3 Enterprise Conference, director of financial planning Tom Burmeister caught up with InvestmentNews to discuss the evolution of financial advice delivery and how technologies such as APIs are helping firms differentiate from the competition.

Check out the full video below:

 

 

To learn how a financial planning and wealth management firm increased revenue, reduced expenses, and nearly doubled conversion rates using NaviPlan, click here.