Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
“How can you be technologically there for your client or prospect whenever they desire it?”
Sitting down with Matt Ackermann of InvestmentNews at the recent Schwab IMPACT conference, Advicent COO Tony Stich discusses how firms can remain competitive in the next decade of FinTech disruption.
Watch the full video below:
Stay up to date with industry trends, thought leadership, and product news from Advicent by following us on Twitter and LinkedIn.