Wealth Management IQ and ISS Market Intelligence (ISS MI) have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
Using Technology to Level Up the Advisor-Client RelationshipUsing Technology to Level Up the Advisor-Client Relationship
Schwab's upcoming tech updates aim to improve advisor-client experiences.
June 21, 2024
Sponsored by Schwab Advisor Services
In this fastchat, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Alison Dooher, managing director and head of Digital Advisor Solutions at Schwab Advisor Services, about Schwab's recent tech innovations to create a seamless, curated experience for advisors to better serve their clients with precision and care.
Key insights:
How improvements to Schwab Advisor Center will create a more cohesive user experiences.
Third-party tech stacks and how Schwab's customizable APIs will integrate with them.
How leveraging data and cloud computing can provide deeper client insights and scalable operations
