Put Technology to Work for You & Your Clients

The chief technology officer Nimesh Patel of Carson Group points out that while exciting innovation is indeed happening in the field of financial technology, advisors should watch out for the unhelpful developments (i.e., the noise). He urges advisors to look at how data analytics and artificial intelligence can be used to improve their daily work processes. In addition, Patel explains how these tech advances can help strengthen the overall client experience.