It’s likely your firm has made a sizable investment in technology. And if your firm is like many others, you probably aren't using it for all that it offers.
Whether purchasing new technology or evaluating existing technology tools, there are three considerations when evaluating the efficacy of your tech stack:
1. Get the most out of what you have
2. Eliminate tech you aren't using
3. Invest in your client experience
This session is sponsored by SEI Global.
Stephanie Reilly
Stephanie Reilly is the technology and operations subject matter expert on the practice management team at SEI. Reilly has spent her entire career working with advisory firms, developing best practices and efficiencies to make their business run leaner, smoother, and be able to scale more simply using SEI and industry technologies and processes. Reilly is passionate in her pursuit to help advisors and their staff succeed.