Workshop: Does Your Tech Stack Help Power Wealth?-Recording-Does your tech stack help power wealth

Video Transcription

Video Summary

The video transcript features a presentation by Stephanie Riley on the topic of technology in the financial industry. The presentation is focused on how technology can help registered investment advisors (RIAs) run more efficient and successful practices. Riley emphasizes the importance of leveraging technology to save time, increase productivity, and provide better services to clients. She discusses how technology has evolved rapidly in recent years and highlights the need for RIAs to adapt and stay up to date with the latest advancements. Riley also discusses the challenges faced by RIAs in integrating different technologies and suggests conducting regular tech stack reviews to ensure optimum efficiency. She provides a tech stack review spreadsheet as a tool to help advisors assess their current technology solutions and make informed decisions about replacements or improvements. Throughout the presentation, Riley encourages advisors to set goals, consider client feedback, and involve their teams in the decision-making process. She concludes by offering SEI Investments' services and expertise in helping advisors optimize their technology stacks. No credits are mentioned in the video transcript.

Keywords

technology in financial industry

registered investment advisors

efficiency in practices

leveraging technology

time-saving technology

increased productivity

client services

adapting to technology advancements