Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
“Consumers are expecting much more out of their technology”
At the recent Money 20/20 USA Conference, Advicent COO Tony Stich sat down with MEDICI Studio to discuss how evolving FinTech trends such as client portals and APIs are driving a new wave of financial planning.
Check out the full video below:
To learn how one of the largest banks in Canada increased advisor efficiency and prospect-to-client conversion rates using NaviPlan, click here.