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Thursday Email (Friday Test) - Diana C. Podcast

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Bridging Fintech and Marketing to Guide a Powerful Client Engagement with Diana Cabrices

In this episode of Bridging the Gap, I am joined by brand evangelist Diana Cabrices to discuss the importance of marketing and comprehensive branding in fintech. Diana shares insights on engaging advisors through educational content and the need for a well-mapped customer journey for effective tech integration. She also provides actionable advice for advisors, emphasizing the importance of identifying process issues, creating exceptional client experiences, and learning from successful technology implementations.

Jump to this:

[22:20] Integrating technology tools for advisors presents a challenge, as there are numerous options available, but seamless integration and coordination between these tools can be complex and confusing. Advisors may find the process overwhelming and opt out due to the confusion and complications involved.

[35:22] Tech companies want to gather data to track the success of their tools and services, but face challenges as the process often relies on self-reporting by advisors and lacks automated platforms for data collection.

The best is ahead!

-Matt