Skip navigation
Menu
Technology

Driving Revenue Through a Differentiating Client/Advisor Experience

In this video, Tate Haymond, CRO, d1g1t, shares how designing a new data structure enhances the modern customer experience.

 

Sponsored by

d1g1t_Logo (1).png

TAGS: Practice Management
Hide comments

More information about text formats

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish
Related
The WealthStack Podcast Schwab Alison Dooher
The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher
Dec 20, 2024
mariner-wealth-hq-2022.png
WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth
Dec 20, 2024
F2 Strategy_Word On WealthTech Logo.png
The Word on WealthTech for December 2024
Dec 19, 2024
Reed-Colley-orion-headshot.jpg
Orion Lands Deal to Acquire Summit Wealth
Dec 19, 2024