Fintech Deployment Woes? Call In the ‘New Gatekeeper’ Team

Fintech Deployment Woes? Call In the ‘New Gatekeeper’ Team

The choice of technology solution — whether for CRM, planning or practice management — is often fraught with peril Who are the key stakeholders in determining the technology a firm utilizes, and what impact do the tools an advisor uses have on end client engagement? These questions were at the heart of the panel discussion “Technology, Financial Services and the New Gatekeepers” held Monday at the T3 conference in Las Vegas, with a panel including Jeffrey Concepcion, founder and CEO of super OSJ Stratos Wealth Partners, and Steven Wallman, founder and CEO of Foliofn, best known for services including […]