Advisors need workflow improvements to be more productive. That’s one of the findings from our inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.
More than half (56%) of those surveyed said the key challenge faced with their existing technology setup was the lack of automation. Case in point, advisors said they spend two hours on average to schedule, run, and reconcile reports for client meetings.
Whether you want to upgrade a legacy technology stack to improve account opening efficiency or report across products (investments and insurance) in a single application, it’s clear that creating an optimized technology experience will help you be more successful in serving clients.
Learn more about how our wealth management platform powers end-to-end operational efficiency. Visit us at booth #508 at the SIFMA Operations Conference and Exhibition to receive a copy of our 30-page Connected Wealth Report.
Contact Eric Esfahanian, VP of Enterprise Sales, for more information on Advisor360°: sales@advisor360.com
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
Rania Kalaaji
