Investment Executive - Harnessing technology: A matter of survival

(8-Mar-10) In today’s financial services industry, technology isn’t just an accessory; it’s a bare necessity. Technology is essential in gathering information and providing advice to your clients. And demonstrating a grasp of technology can demonstrate to your clients that you’re able to keep abreast of the changes that drive our industry.

The challenge for many financial advisors lies in determining what technology they should be using, and in understanding how to use it. Assuming you have the basics — a desktop computer that’s wired to the Internet — a few pointers on choosing and using the tools that best suit your practice can help you provide better service to your clients.

Click here for full article

To speak to one of our Analysts,
Contact Info-Tech Public Relations

pr@infotech.com

OR CALL

US: 1-888-670-8889
Canada: 1-844-618-3192
International: +1-519-432-3550

Visit our Exponential IT Research Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019