Why It’s Important
Your tech stack is at the heart of your business. Having modern, integrated technology can mean the difference between retaining your customers, brokers and advisors or losing them to the competition. The right technology provides other benefits, too: increased collaboration, marketing, predictive analysis, regulatory compliance and so much more.
Policies, procedures and managing supervisory responsibilities are important. Ensuring that your technology is robust and tailored to your business is paramount for the protection, continuity and growth of your firm.