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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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 ruling also creates a need for advisors to provide sound advice with data to back it up. The expectations of the client are now higher than ever because they know what technology can do for them. Can you keep up with their demands?
Answering client demands with Narrator® Clients from Advicent
Advicent is releasing an innovative financial planning portal called Narrator Clients that is your solution. This technology truly supports our goal to enable everyone to understand and impact their financial future. The platform will bring more opportunities to create trust, build credibility, bring new insight for your business and clients, and save the one thing we cannot get back – time.
The portal will provide features that will enable your client to learn and understand how important an advisor is in their life. With account aggregation, budgeting, financial future estimates, goal progress, a document vault, and alerts, the advisor-client relationship will become more fluid and collaborative.