Technology + Design: What's working in client and advisor experiences?

Published July 30, 2021, 10:11 a.m. EDT

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Updated July 07, 2025, 7:24 a.m. EDT

1 Min Read

The wealth management sector has seen a wide range of new technology in the operating environment combining the physical, digital and biological worlds. In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward Jones Principal Zar Toolan and Stefan Savov, senior vice president of Kasisto to discuss what's really working in client and advisor experience, how to design tech for experience and adoption, and best practices for building and designing around the customer.

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Wealth management

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