Too often, technology is implemented for the sake of cost or efficiency, not the customer experience. As an advisor, your most important assets are your clients. If they are discouraged, or worse, disengaged by your current technology offering, it may be time to focus on the “Experience Stack.”
At eMoney, we recognize the importance your customers place on their online security. To limit the threat of nefarious online activity, we offer enhanced security features, including data encryption, routine testing, and 2-factor authentication.
A new type of advisor is leading the wealth management industry and experiencing rapid business growth. They have a fresh mindset and view opportunities where traditional advisors may see challenges.
As an advisor, your clients use numerous forms of technology in their daily lives. Their financial planning experiences should be as easy and as advanced as streaming a movie or ordering an Uber ride.
We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We have extensive training and support programs for beginners, power users, and everyone in between.
Don’t let flimsy security policies cost you. Here are six important questions to ask your tech vendors to make sure the technology used by both you and your clients meets the highest standards.
Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven organizations have five to six percent higher output and productivity than their less data-driven counterparts. Creating an analytics-based culture can be a big undertaking. But…
Three financial advisors’ websites that feature good design elements that prominently showcase the services they provide.