Sponsored By

WealthTech

Empowering Financial Advisors with Technology: Insights from Celeste RevelliEmpowering Financial Advisors with Technology: Insights from Celeste Revelli

Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 19, 2023

The growing importance of technology in financial services is evident, with a rising emphasis on providing clients with superior digital experiences and tools.

Fidelity Director of Digital Planning Celeste Revelli points out the shift toward more holistic advice and improved client experiences. She highlights their focus on integrated financial planning solutions, utilizing AI and machine learning for better decision-making and optimization.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator