Financial institutions want to adopt the right technology to win and keep clients — but they might not be using their tech in the most effective way across their organization.
With the right investments, financial institutions can enhance their tech stack to free up their advisors, improve the customer experience, and comply with regulatory guidelines.
Tune in to hear how TowneBank leveraged the right tech to personalize their customer experience, break down information silos, and help their advisors win.
You’ll learn how to:
- Improve the client and financial professional experience with the right tech
- Drive efficiency across your organization
- Make incremental improvements to your tech stack
- Get your executives and IT team on board with your tech investment