With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.
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Whitepaper | Informing FinTech strategy through consultant expertise
Whether selecting technology for a registered investment advisor (RIA), a regional bank, or an enterprise-level institution, it is already self-evident that the technology any firm chooses to leverage has a long-term impact on sustainable business growth. There is, however, a stark difference between purchasing software licenses in bulk and implementing tailored technology for an organization’s scalable growth.
Download our whitepaper to learn more about leveraging the enterprise technology expertise in your digital strategy development.