Who are the key stakeholders in determining the technology an organization utilizes, and what impact do the tools a financial advisor uses have on consumer 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 Folio Investing and the SRI Conference.
As advisory firms grapple with disruptive technologies such as robo-advice platforms, not knowing whether to embrace or differentiate from a growing array of self-service tools flooding the marketplace, Concepcion suggested that successful firms will become "bionic advisors," leveraging innovative technologies where needed, especially for the increasingly millennial audience that won't be bothered with the time it takes to interact with a live advisor.
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