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Kristian Borghesan is the Vice President of Marketing and Growth at FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and clients to manage information better, together.
Doug and Kristian sat down at the T3 Advisor Conference and talked about how technology can enable clients to deliver a better client experience. They also discuss
- How an automated onboarding and workflow processes can lead to deeper share of wallet
- What it means to deliver a “fully-integrated experience”
- How COVID changed client expectations of data security
- What should advisors take into account when considering new technologies
- How FutureVault helps advisors add value to their clients’ experiences
Resources: FutureVault
Related: Growing Your Practice Through Tax Planning with Chris Field