Updated Monday, May 20, 2013 as of 2:07 AM ET
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3 Tech Trends Advisors Need to Understand

Is your business ready to offer mobile services to clients? Already, a quarter of U.S. online adults have an interest in using their mobile devices as a main channel for their personal financial life, said Neesha Hathi, senior vice president of Charles Schwab's Advisor Technology Solutions, at a technology trends panel Wednesday at Schwab's Impact conference.

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3 Tech Trends Advisors Need to Understand

Postby geronimosurf » Thu Nov 15, 2012 12:27 pm

There is also the emotional, experiential aspect of the cloud that should not be overlooked. Leveraging the public's addiction to video delivered to tablets and smart phones, advisors can now educate and motivate clients and prospects like never before. This is needs-based selling for the 21st Century. The power of storytelling packaged in an on-demand form that can be taken advantage of wherever there is internet connectivity. Here is a good example:www.amandaportal.com
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Joined: Fri Aug 27, 2010 1:02 pm

Re: 3 Tech Trends Advisors Need to Understand

Postby jimpeters » Sun Dec 09, 2012 8:46 am

Wikipedia explains Cloud computing as sharing of resources to achieve coherence and economies of scale similar to a utility over a network. At the foundation of cloud computing is the broader concept of converged infrastructure and shared services. This is exactly what the business's need to understand. How to reach and enter the network of their customers, be just a click away for them with the help of technology. Also the apps in Smart phones are a great way to reach to a wider audience. A lot of companies have started taking technology seriously in order to help develop and market their business.
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Joined: Fri Sep 14, 2012 2:58 am




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