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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Keep up with rising client expectations
The digital movement of financial technology is disrupting the current market in more ways than imagined. Applications can scale and touch millions of users overnight. This is creating a demand in the market to push their interactions with clients and prospects to leverage technology like never before. The DOL rule also creates a need for advisors to provide sound advice with data to back it up.
In this digital world, clients are demanding constant, convenient access to information. Keep up with these rising expectations and deepen the client-advisor relationship by providing clients constant access to personal financial management and account aggregation, as well as a clear view of their goal progress and financial future. With the Narrator® Clients portal, you can empower your clients with real-time information while leveraging technology to deepen relationships and promote efficiency. [Continued below]
Narrator Clients from Advicent
This new interactive client portal from Advicent offers advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and security. The Narrator Clients portal seamlessly and proactively connects advisors to their clients throughout the client journey, with 24/7 accessibility and actionable analytics.