How To Review and Evaluate Your Tech Stack [Ep7]
Stephen Handley is on the show talking all things technology, from making sure you’re getting the most out of your existing tech to determining when you need to search for a new platform and how to go about doing that. You’ll Learn * How the broader financial services industry is evolving in the wake of the Royal Commission * Embracing technology to improve the client experience and reduce client fees * The average number of clients per adviser in Australia * How to evaluate brand new tech platforms * A philosophy for determining and reviewing your technology needs * To review your business expenses for subscriptions you’re not using but still paying for * What features are beneficial for financial advisers to have in a CRM * How Fin365 has built a platform that can handle multiple currencies and creating statements on demand * About client’s expectations of financial advisers * Ways to highlight the value that advisers provide in client review meetings * How Fin365’s innovative software enables financial services businesses to deliver a better experience to more customers with greater efficiency Show notes, links and full transcript at https://innovatingadvice.com/episode7.
Stephen Handley is on the show talking all things technology, from making sure you’re getting the most out of your existing tech to determining when you need to search for a new platform and how to go about doing that. You’ll Learn * How the broader financial services industry is evolving in the wake of the Royal Commission * Embracing technology to improve the client experience and reduce client fees * The average number of clients per adviser in Australia * How to evaluate brand new tech platforms * A philosophy for determining and reviewing your technology needs * To review your business expenses for subscriptions you’re not using but still paying for * What features are beneficial for financial advisers to have in a CRM * How Fin365 has built a platform that can handle multiple currencies and creating statements on demand * About client’s expectations of financial advisers * Ways to highlight the value that advisers provide in client review meetings * How Fin365’s innovative software enables financial services businesses to deliver a better experience to more customers with greater efficiency Show notes, links and full transcript at https://innovatingadvice.com/episode7.