Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
“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.
Watch the full video below:
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