At the 2016 T3 Enterprise Conference today in Las Vegas, Advicent showcased tools to arm financial services organizations for success, both today and in the future, through a personalized digital client experience. Narrator® Connect from Advicent enables firms to deliver custom financial applications to acquire and educate clients, deepen relationships and improve efficiency by providing a fully customizable, integrated, and differentiated experience. Applications created with Narrator Connect give clients access to information and tools such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools and more.
CREATING A HIGH IMPACT DIGITAL STRATEGY
Pietro La Greca, vice president of corporate development of Advicent, spoke about creating impactful digital strategies and how to be successful in this shifting enterprise environment. “Personalization of technology is key to success for enterprise organizations,” stated La Greca. “By allowing a firm to create their own tools that fit into their client journey, we are empowering them to create a tool that natively follows their compliance department’s guidelines with regards to the DOL fiduciary standard and other regulatory changes that may arise in the future.”
Booth visitors enjoyed live demos of the new generation of first-class financial planning tools from Advicent. In addition, Advicent took part in the T3 Tech Lab Experience for conference attendees.
Advicent is a leading provider of SaaS technology solutions for the financial services industry, servicing some of the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power their Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through their innovative product capabilities and dedicated services, they are able to help thousands of financial professionals and their clients understand and impact their financial future. To learn more, visit advicent.com.