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Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

How to Implement New Technology Within Your Financial Advisory Firm

Over the course of my career, I’ve had the opportunity to talk to literally thousands of companies and financial advisory firms about technology - especially in my current role selling CRM software. Technology is powerful. Technology can make or break user experience. Technology can reduce costs associated with data capture and analysis. Technology can increase advisor productivity. Technology can free up time so you can focus on deepening client relationships. Who wouldn’t want that?  While choosing new technology is one thing, implementing it is another. Neither should be done without careful consideration. 

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AdvisorEngine  |  Digital Advice  |  Financial Advisors  |  Technology  |  Wealth Management

Financial Advisors and Digital Transformation: Lessons from a Florist

Saturdays are made for soccer. I’ve found myself looking forward to Saturdays all fall. It’s when I get to watch my seven year-old daughter take the pitch. It also doesn’t hurt that we have been fortunate with perfect, crisp, fall weather to go along with the play.  This past weekend, I had the pleasure of meeting a grandfather on the sidelines. He was in town visiting one of the other players. For the purpose of this article, I’ll call the grandfather “Sam.”  After exchanging pleasantries, Sam asked, “What do you do?” I gave him my brief headline and quickly responded, “What do you do, Sam?” It turns out Sam is a florist. I found my conversation with Sam the florist enlightening and worth reflecting on. 

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Advisor Marketing  |  AdvisorEngine  |  Kredible  |  Technology  |  Wealth Management

5 Essentials for an Effective Financial Advisor Website

Do you remember the last time you read an actual newspaper? Or printed out a map to get you where you needed to go? How about shopping? Did you go to the actual store or simply visit Amazon.com? Think about the now-enormous Amazon. Jeff Bezos launched it out of his garage 24 years ago. The website officially opened for business as an online bookseller but now functions as an e-commerce giant. It’s unbelievable to look back at changes this website has undergone over the years.  We can all learn an important lesson from Amazon and its website; change can be good, change can be productive and most importantly, change can help us grow.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Developing a FinTech Product: How Does it Work?

The financial technology space is expanding. In 2018 alone, FinTech companies raised a record $39.6 billion in funding, up 120% from the previous year. Much of this funding went toward the development of new products and services. But how exactly does this FinTech product development process work?  A common analogy for the product development process is operating an assembly line. Ideas go in one side and products come out the other. The shortcoming of this analogy is that it describes a very linear activity - whereas the actual product development process is fluid and iterative.

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Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

The 4 Most Overlooked CRM Features Every Financial Advisor Needs

Are you maximizing the benefits of your Client Relationship Management (CRM) tools?  CRM and the customer experience is arguably the most powerful tool in the advisor-client relationship. Advisors spend more minutes of the day on CRM than any other part of the value chain. There are several features every advisory firm should be maximizing for top return on investment (ROI). By utilizing the following key CRM components, you can deliver best-in-class service – most of these factors occasionally get overlooked:

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

How Design-Led Organizations are Transforming the Wealth Management Space

These days everybody is talking about design thinking and user experience (UX) - but what does it really mean and why is it essential? More importantly, how can it be applied to wealth management and financial advice experiences?  Design-driven organizations engage in a human-centered design methodology. As the name implies, human-centered design focuses on the human.

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