Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been on my list, but had eluded my foresight (Learnvest). New York welcomed the Finovate road show to town with weather was […]
45% of tablets in the workplace are used for customer presentations and 1 in 3 consumers will be using a tablet by 2015.
Remember When Laptops Revolutionized Financial Services?
Me neither. Today’s coolest tablets won’t either if they don’t enrich the advisor-client relationship. Many firms have pursued technology for its own sake, and some firms still have deeply engaged, profitable clients despite a shocking lack of sophistication. The real magic happens when technology enhances and enables the advisor-client conversation to uncover unmet and unstated needs […]