AdvisorHub features an article by Tate Haymond, d1g1t’s Chief Revenue Officer, titled ‘Great WealthTech Starts with Focus on Client Experience’.
“Firms that leverage wealth management platforms hyper-focused on delivering an elevated client experience can more easily earn a reputation for great service. That, in turn, means their current clients are more likely not only to stick with them but provide referrals.
They will also be prepared to meet the expectations of the next generation of clients who are much more technologically savvy and thus will demand a higher level of service from their financial advisor.”
Read the entire article on the AdvisorHub website.