Financial planning software and tools have traditionally been built as closed systems; however, as the need for client interaction with financial plans and advice becomes more critical, financial planning software is adapting by utilizing an open architecture that organizations can use in their digital strategies. Amidst these changing client expectations, utilizing APIs can ensure your firm remains competitive through a personalized digital client experience.
In this video, Andrew King, solutions consultant at Advicent, discusses the impacts of financial planning APIs on the financial services industry. In today’s digital world, clients want to be able to interact with their financial plan (or their advisor) when it is convenient for them – 24 hours a day, seven days a week, 365 days a year.
In addition, these communication expectations are always changing.Utilizing this API gives clients constant access to their financial plan and the instant gratification they expect from technology today.
Throughout the last year, the API technology that Advicent provides its partners have made waves throughout the financial services industry. You can find some of the highlights below.
Technology has the financial industry evolving faster than ever. That is why our team of thought leaders are dedicated to providing informed resources every week to keep you in step with your competition in town and online.
Our thought leadership blog is aimed at keeping our partners and prospects informed on the latest trends and takeaways within the industry. You can find some of our recent blog posts focusing on the value of API technology in the links below.
Building a unique client experience with APIs : Kevin Bereswill– business analyst at Advicent
4 reasons APIs help establish your brand: Ryan Lewis– associate quality assurance analyst at Advicent
Utilizing technology to comply with the DOL rule: Alex Peter– business development team lead at Advicent
Don't let off-the-shelf software dictate your engagement model. With Narrator Connect, you can deliver custom financial applications to acquire clients, deepen relationships, and improve efficiency. Access industry leading financial planning capabilities with a complete set of APIs and custom solutions that work within your unique environment.