Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
October 16, 2019 by Kelton Corcoran
“We are in an era where investment management is becoming increasingly commoditized, so firms have to continuously fine-tune their value proposition and their client experience from a technology perspective.”
Advicent's vice president of financial planning, Tom Burmeister, chats with Medici's Shannon Rosic on how APIs are revolutionizing client experiences in the financial services industry.
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