Chris Volpe on Client-Focused TechnologyChris Volpe on Client-Focused Technology

With the return to face-to-face conversations, advisors are looking more closely at how they integrate technological tools into their client communications strategies, says Chris Volpe, managing director of Zephyr. Here, he talks about the key considerations for adopting new technology, including the ability to personalize communications at scale and integrate seamlessly with the other tools advisors use.