[When applied using a strategic mindset, technology can solve many challenges, but you need to have a clear understanding of what technology can best accomplish.
"This event is going to create a unique environment for creating awareness and also validating where an advisor wants to take their practice." - Adam Holt, Asset-Map
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove
Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
"While digital transformation is not easy, once you undergo the process, the efficiencies and effectiveness of the organization increases tenfold." - Michael Pinsker, Docupace Technologies
"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack
"Rather than engaging in a push and pull on the merits of digital marketing, we wanted to be able to demonstrate that there are firms having success in this way." Graig Norden, FreeWheel Marketing
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