In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools.
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 healthcare 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!