As an advisor rolling out eMoney’s wealth management technology to clients, you’re bound to come across a few clients who are less-than excited to deviate from their traditional methods of keeping up with their finances. Here are some of the most common objections you’ll encounter when introducing the client website and our recommendations for overcoming them.
According to the 2015 InvestmentNews Technology survey, advisory firms spent 22.4% more on tech in 2014 than they did in 2013. And over 90% of respondents said they planned to continue to either spend the same or increase their spending. But there is always the question: is that money being spent wisely?
If you haven’t optimized your website for mobile use, now is the time to embrace the mobile movement and give your clients an experience they’ll want to come back for again and again. To get you started, here are 10 ways to put your mobile clients’ needs first.
When it comes to online interactions, design is key. It works with the substance of your service to create an engaging experience that will keep clients and prospects coming to you for online wealth management time and time again.
With the only constant being change, and with that change being new technology, it would only make sense to prepare yourself. And what better way to prepare than to examine the failures of others? Here are four mistakes advisors make when implementing new tech. Make sure to avoid them yourself.
In order to continue to provide the best possible user experience, Microsoft will discontinue support of Internet Explorer version 8 in the upcoming months. Because of this, we suggest you upgrade your browser at your earliest convenience.
Financial advice is complex and nuanced. Not only is there the stock market to contend with, but there is also the most important and often over looked variable, the client. So we ask the question: are robo advisors a good thing for the financial service industry?
Once again, golf season is in full swing (get it…swing?). But even though Scotland’s pastime was invented a full 5 centuries before the computer, there are plenty of lessons to be learned from golf that you can apply to modern technology. Here are 4 of them.