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.
