

Enhancing Your Technology, Business & Client Experience #1
Aug 20, 2024
In this insightful discussion, Brett Arnol, Co-Founder of Viridian Financial Group, and David Pritchard, Executive Director at CFS Wrap, explore how technology is reshaping the client experience in financial services. They dive into the transformative impacts of COVID-19 on digital tools and personalized communication. The duo also emphasizes the critical importance of cybersecurity in a digital world and shares strategies for better integrating technology into client interactions. Their experiences bring a fresh perspective on navigating today's complex financial landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Transformative Journeys in Financial Services
01:47 • 2min
Tech Evolution in Financial Advisory
04:10 • 21min
Securing Digital Transitions in Finance
25:10 • 6min
Navigating the Overload of Online Information
31:34 • 2min
Enhancing Client Experience with Technology
33:59 • 12min