We all use technology, but what’s the right tech strategy?
Noni Robinson, head of Bank and Institutional channels in Vanguard Financial Advisor Services™, sat down with Bill Martin, chief investment officer of INTRUST Bank, to discuss technology in the finance industry. Bill is the author of, The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing,1 which explains how to use technology to deliver transparent reporting and engage investors in a goals-based framework. Bill’s book also covers the changing roles of the investor-advisor relationship and how fintech solutions can further enhance this partnership.
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