Because the wealth management space is dominated by companies trying to get you to buy advisor technology. And the story they've crafted is compelling: Technology is the answer to your greatest challenges. Building a modern tech stack will help you drive powerful efficiencies, improve the client experience, connect your teams and grow your business.
The problem? It's not always true.
- Buying more technology won't fix a faulty foundation or a fractured client experience.
- Buying more technology isn't necessarily a cost-effective solution for operational problems—because more tech requires more resources to implement, manage and maintain it.
- Buying more technology can actually slow your business down with service outages and complex workflows.
There's a better way.
Instead of adding one more piece of technology to staff and support, consider letting a team of middle- and back-office experts alleviate your operational burdens.
During our webinar, we'll show you outsourcing like you've never seen it before—and prove to you why it's an easier, more profitable way to grow your business.
- Offer a Differentiating Client Experience by Outsourcing,
- Reach New Levels of Growth by Outsourcing,
- Implement True Operational Efficiency For Your Firm by Outsourcing
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Patrick Murray
President & Chief Executive Officer
STP Investment Services
Keith Bradley
Chief Operating Officer
STP Investment Services
Christopher Sallemi
Chief Technology and Information Security Officer
STP Investment Services