In this episode, Jack talks with Tricia Haskins, head of technology and platform consulting at Fidelity Investments.
Tricia is an influential and thought-provoking leader in the wealth management industry. Her passion to help businesses innovate, scale, and better engage with clients goes beyond the walls of Fidelity. As a keynote speaker, Tricia is well-known for always bringing the industry up to speed on the future of financial services and wealth management.
Tricia talks with Jack about the pathway to digital empowerment, how technology can deepen our relationships, and how to grow your business through scale and efficiency.
“Firms see where they can add value because the time that was once taken up, the paperwork, and so forth, are now being addressed in a different way and a faster way. They’ll start to see an increase in their client satisfaction, bringing in the next generation of investors. There’s a ton of opportunity for the firms that are focused on integration and digital empowerment.” ~ Tricia Haskins
Main Takeaways
- Leveraging technology helps advisors deepen relationships with clients by freeing up time to get to know them better and improve the value stack.
- Digital integration isn’t a one-size-fits-all approach. Solutions providers need to be informed about a firm’s objectives, goals, and processes so they can create a well-researched adoption strategy.
- The technology adoption cycle for firms can be challenging because ongoing training is necessary. Getting everyone on the team comfortable with the digital process is critical.
- Three key things to consider to achieve strong digital empowerment: the importance of design, the uniqueness of your firm, and great housekeeping.
Links
- Tricia Boffoli-Haskins on LinkedIn
- Fidelity Investments
- Microsoft Teams
- Zoom
- Peloton
- Pan-Mass Challenge
- Dana-Farber Cancer Institute
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