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

July 30, 2021, 10:11 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.

For reprint and licensing requests for this article, click here.

Wealth management

MORE FROM FINANCIAL PLANNING

Advise AI

AI can whip up a financial plan in seconds. But can advisors trust it?

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.

By Dan Shaw

12m ago
Advise AI

Advisors still in 'collective dabbler' stage of AI adoption: Kitces

During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.

By Rob Burgess

October 28
Professional development

Opportunity or bad idea? The pitfalls and potential of HNW clients

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.

By Tobias Salinger

October 28
Artificial intelligence

AI-fueled cyberattacks make security more challenging

The increased sophistication that cyber attackers are getting from technology requires more frequent updates to cybersecurity defenses, according to cyber insurance experts.

By Michael Shashoua

October 28
Practice and client management

Know Your Niche: Wooing romance writers as clients

Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.

By Brian Wallheimer

October 28
Retirement

As pension plans evolve, workers bear a growing share of the risk

Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.

By Elijah Nicholson-Messmer

October 27