Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
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Whitepaper | Utilizing APIs to increase revenue through a better client experience
Financial planning software and tools have traditionally been built as closed systems; however, as the need for client interaction with financial plans and advice becomes more critical, financial planning software is adapting by utilizing an open architecture that organizations can use in their digital strategies. Amidst these changing client expectations, utilizing APIs can ensure your firm remains competitive through a personalized digital client experience.
Download our free whitepaper to learn more about utilizing APIs in your current workflows to improve client experience.