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 | Utilizing APIs to increase revenue through a better client experience
Financial planning software and tools have traditionally been built as closed systems; however, as the need for client interaction with financial plans and advice becomes more critical, financial planning software is adapting by utilizing an open architecture that organizations can use in their digital strategies. Amidst these changing client expectations, utilizing APIs can ensure your firm remains competitive through a personalized digital client experience.
Download our free whitepaper to learn more about utilizing APIs in your current workflows to improve client experience.