Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective planners. We’re closing in on a do-or-die time for financial professionals.
Technology and fintech solutions are disrupting virtually all aspects of financial planning and wealth management, from back-office support to portfolio management. Put simply, this new wave of fintech software and apps is a huge opportunity for savvy financial professionals who see the value of utilizing these client-preferred solutions.
Will you see the value fintech provides to your firm?
Check out the infographic below to see why financial professionals and fintech can thrive together.
Ready to take your customer relationships to the next level?
Our Force CRM™ is more than your typical CRM.
From marketing and prospecting to data feeds and file storage,
Force CRM™ is the CRM solution built for financial professionals.
For more information, contact your private client group
or visit the FIG Agent Portal to learn more.
