Financial Advisors | Fintech | Investment Advisors | Technology | Wealth Management
How design thinking in wealth management can bring you closer to clients
You know how to impress clients who visit your office - but how do you delight and connect with them through a digital experience?
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Financial Advisors | Financial Technology | Investment Advisors | Technology | Technology Adoption | Wealth Management Technology
Where is the client in your digital wealth management plan?
There’s an innovation gap in wealth management, but not where you think.
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Digital Tools | Financial Advisors | Junxure CRM | Technology | Wealth Management
How financial advisors can seamlessly integrate email into their CRM
Think about it for a minute, how much does your business rely on email communication?
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AdvisorEngine | Digital Advice | Financial Technology | Fintech | Junxure CRM | Technology
New leadership at AdvisorEngine: We’re all family here
They’ve never met, but there are some things that George Tamer and Christina Esfehani have in common: A love for family, and the more family representation in one place, the better.
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Digital Advice | Financial Technology | Fintech | Investment Advisors | Joel Bruckenstein | Technology
At this year’s Insider’s Forum, tough love for advisor technology
Do you have someone at your investment advisory firm closely following advisor technology trends?
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Financial Technology | Investment Advisors | Junxure CRM | Technology | Wealth Management Technology
Wealth management technology: A design perspective
We believe the best advice is personal, scientific, and beautiful.
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