In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa talks about Fidelity’s platform technology for wealth management firms, including it's open architecture digital store that allows for firms to increase their fintech integrations with ease. Fidelity’s technology consultants also help clients optimize the use of digital tools.
Lisa Burns
In this conversation, you’ll learn:
- The details of Fidelity’s health savings account as a solution for clients to prepare for the rising cost of health care and retirement;
- How the company uses its Wealthscape onboarding platform for a seamless client onboarding process;
- What the fintech vendor ecosystem is, its role in prioritizing customer demands;
- And more!
Tune in to discover Lisa’s thoughts on the virtual reality that’s taking over the traditional way advisors expand their practices!
Listen to the Wealthies Circle Podcast
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