From the moment you wake up until you go to bed at night, you likely use technology to efficiently fulfill a variety of needs – to wake you up, to play music, to get you where you need to go, to deliver your groceries or packages, to offer a recipe or workout – the list goes on and on. The same is likely true for your clients, who may have preferences about how and when they can interact with you. A strategically executed tech stack can play a key role in helping to meet your clients’ digital expectations, better enabling them to achieve financial wellness, while also fueling the growth of your practice.
However, with a variety of solutions, integrations, and platforms vying for your attention, it’s important to focus on what will best serve your business – and your clients – in order to experience your return on the investment.
In a recently published article in the Journal of Financial Planning, Sean Lawlor, Senior Vice President, Head of Enterprise Data Solutions, details three important considerations for strategically executing a tech stack that can enable you to increase efficiencies, foster more personal connections, and future-proof your business.
Read “3 Steps for Building a Tech Stack to Help You Deliver Financial Wellness” from the Journal of Financial Planning here.
