Skip navigation
WealthStack TV

Empowering Financial Advisors with Technology: Insights from Celeste Revelli

Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.

The growing importance of technology in financial services is evident, with a rising emphasis on providing clients with superior digital experiences and tools.

Fidelity Director of Digital Planning Celeste Revelli points out the shift toward more holistic advice and improved client experiences. She highlights their focus on integrated financial planning solutions, utilizing AI and machine learning for better decision-making and optimization.

TAGS: Technology
Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.