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 | How to increase your share of wallet in an industry with emerging digital competitors
It can be difficult for regional banks to remain competitive with enterprise banks who have large budgets to invest in FinTech solutions. In addition, financial planning as we know it changing rapidly, but the most successful banks realize the importance of technology to their growth and customer satisfaction. With so many FinTech solutions and vendors in the market today, how can you be sure you are selecting the best technology for your bank?
Download our whitepaper to ensure you are thoroughly evaluating prospective FinTech vendors to meet all the needs of your bank and clients.