As a financial advisor, the primary goal is to provide outstanding client experiences. As consumers become more sophisticated, they expect a seamless, personalized experience across all channels, including in-person, online, and mobile. How can wealth management firms integrate disparate technologies and data to create a seamless, omnichannel experience for clients and advisors?

In this episode, Ali and Sanjeev talk with Hunter Flynn, Senior Sales Director at Addepar. In their conversation, Hunter shares his broad insights on how firms utilize their CRMs to create a better wealth experience. Hunter also talks about his three areas of focus when speaking with clients, the importance of incorporating technology into workflows and processes, and the best practices he has seen among financial services companies.