[Video] How to empower your advisors with Narrator Connect

December 16, 2016 by Kyle J. Johnson

How to empower your advisors with Narrator Connect

About the author:

Kyle J. Johnson

Marketing operations lead

Kyle provides the marketing team with analytics on all marketing activities. These analytics optimize Advicent content, sources, and mediums to improve efficiency of marketing operations. Kyle is interested in combining his three passions, tech, data analytics, and marketing, to drive success.

Empowering advisors with Narrator® Connect APIs

Creating a financial plan can be a very detailed, tedious process. With the FinTech tools available today, however, this process can be much more automated. Firms can now make their planning and sales processes more efficient by adding financial planning. With Narrator Connect, the advisor can spend more time providing advice and selling products rather than spending all their time creating the financial plan. [Continued below]

 

Narrator® Connect from Advicent enables firms to deliver custom financial applications to acquire and educate clients, deepen relationships, and improve efficiency. The firm is able to do so by providing a fully customizable, integrated, and differentiated experience. Applications created with Narrator Connect APIs give clients access to information and tools such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.

Click here to learn more about Narrator Connect APIs from Advicent and how they help firms enable their advisors to be more efficient.