Trend #4: Disjointed tech stacks are threatening productivity and client satisfaction

Are you providing clients with the modern digital experience they expect? The lack of integration between advisor technologies creates unnecessary barriers to client engagement.

Are you providing clients with the modern digital experience they expect? The lack of integration between advisor technologies creates unnecessary barriers to client engagement.

The gorilla in the room for many advisors is not having a cohesive technology strategy that complements their growth goals. When it comes to their technology, the lack of integration between core software applications is the number one pain point for advisors.

Half of clients want their advisors to improve their digital capabilities, yet most advisors have not made improving the client experience a priority. Learn more by downloading Trend #4, “Disjointed tech stacks are threatening productivity and client satisfaction.”

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Explore 4 major trends top advisory firms are racing to address and the risks of being left behind in the post-pandemic era:

Download trend #4 of our "Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends" series.

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