Technology is a seamless part of the lives of most Americans today. From the moment you wake up until you go to bed at night, you likely use technology to efficiently fulfill a variety of needs – to wake you up, to play music, to get you where you need to go, to deliver your groceries or packages, to offer a recipe or workout – the list goes on and on. The same is likely true for your clients, who may have preferences about how and when they can interact with you. A strategically executed tech stack can play a key role in helping to meet your clients’ digital expectations, better enabling them to achieve financial wellness, while also fueling the growth of your practice.

However, with a variety of solutions, integrations, and platforms vying for your attention, it’s important to focus on what will best serve your business – and your clients – in order to experience your return on the investment.

In a recently published article in the Journal of Financial Planning, Sean Lawlor, Senior Vice President, Head of Enterprise Data Solutions, details three important considerations for strategically executing a tech stack that can enable you to increase efficiencies, foster more personal connections, and future-proof your business.

Read “3 Steps for Building a Tech Stack to Help You Deliver Financial Wellness” from the Journal of Financial Planning here.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

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