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How Technology Helps Increase Advisor Productivity: Findings from the T3 Advisor Software Survey

Featured Speakers:

Erica F. Farber, Partner and Chief Compliance Officer, Balentine
Renee Hennessee, Partner & Director of Technology, Mission Wealth
Joel Bruckenstein, President, Technology Tools for Today (T3)
Cory Haberkorn, Senior Manager, Industry Advisor - Financial Services Wealth and Asset Management, Salesforce
Jeremy Schowalter, Senior Solution Engineer, Salesforce

Technology is seen as an important driver of success for advisors who want to grow their AUM, increase their number of clients and deepen existing relationships. Research from the 2021 T3 Advisor Software Survey shows that advisors continue to demand more from their workstations. In this session, hear insights from Joel Bruckenstein, President, Technology Tools for Today, on how wealth management professionals are leveraging tech to enhance their productivity and build meaningful client relationships.


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