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How Technology is Driving Client Engagement in Financial Planning
Manage episode 453964921 series 3520061
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In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial industry in real-time.
Chapters
1. How Technology is Driving Client Engagement in Financial Planning (00:00:00)
2. Exploring Financial Planning Innovations (00:00:06)
3. Navigating Financial Planning Innovations (00:08:11)
4. Enhancing Financial Planning With AI (00:19:14)
46 episodes
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