From using tech, to Big Data, interesting to see how people in the same industry see different priorities
InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what they had to say: "We've sort of morphed our development process to — instead of starting with the adviser — starting to think about the end-investor experience."Robert Dearman Senior vice president of advisory practice and platforms strategy National Planning Holdings Inc. “[A] smartphone is more powerful than the computer that put three men on the moon, and that's the investor's expectation.”Patrick Yip Director of advisory market technology strategy Pershing “The dream of big data [is in] predictive analytics, like some social media vendors have social listening so that I can proactively say … we've got a 529 opportunity here.”Jim Clabby Chief information officer
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