As a financial advisor, the primary goal is to provide outstanding client experiences. As consumers become more sophisticated, they expect a seamless, personalized experience across all channels, including in-person, online, and mobile. How can wealth management firms integrate disparate technologies and data to create a seamless, omnichannel experience for clients and advisors?
In this episode, Ali and Sanjeev talk with Hunter Flynn, Senior Sales Director at Addepar. In their conversation, Hunter shares his broad insights on how firms utilize their CRMs to create a better wealth experience. Hunter also talks about his three areas of focus when speaking with clients, the importance of incorporating technology into workflows and processes, and the best practices he has seen among financial services companies.
[09:08] - "As complexities grow, we're always going to need technology that can overlay across an organization and simplify those workflows and make people more efficient." ~ Hunter Flynn
[16:22] - "CRM is that engagement layer that allows you to create the preferences and give insight into those end clients. It's all about the data you're collecting and what you are doing with that data. If you can organize it, make sense of it, and act on it, that's where you differentiate your firm from others." ~ Hunter Flynn
[18:02] - "When organizations start to think about what that next stage and evolution looks like for their firm, they're looking for technology and partners on which they can build a resilient business and continue to innovate across every aspect of their business." ~ Hunter Flynn
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