As fears about the spread of the coronavirus forced employers to shutter their offices, one industry was more prepared than most to work from home: fintech.
Many of these firms already had established work-from-home policies and processes, allowing their employees to connect seamlessly from almost anywhere. This strength is just one of several important takeaways for planners (and their organizations) from this year’s
“Some of them have more than one office around the country and rely on tools like video chat to communicate with employees,” Financial Planning
In her feature about the 11 wealth management fintechs that won a spot on this year’s list,
“It surprised me how little fintech executives talk about those perks,” Mathews says. Instead, they prioritize flexibility, clear expectations and allowing employees to manage their own client relationships. “That prioritization shows,” she says. “Advisors who can provide and articulate a growth path for their employees will be better off.”
Given the enormous tumult we are experiencing, companies that proactively offer technology, support and guidance for employees to work remotely will also be better off.
