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11:35 AM - 12:10 PM


Making the Most of Technology to Delight Clients in a Multi-Screen World


Cynthia Stephens
Vice President Marketing, ByAllAccounts


Session Description

To deliver truly exceptional client service, financial advisors must communicate using multiple screens: smartphone; laptop-PC; tablet. This type of communication is now so pervasive, in fact, that the typical consumer uses an average of three different screen combinations per day (according to a new August 2012 study from Google, in partnership with Sterling Brands and Ipsos). So, whether you're a financial quarterback for 2-3 generations within a single family, or you advise individual high-net-worth investors, you owe it to yourself to gain access to the latest tips and techniques for servicing clients in today's multi-screen world.

During this session, Cynthia will explain what HNW investors want from financial advisors and how tech-savvy advisors can deliver an exceptional experience. Cynthia will provide tips and tricks for effectively using smartphones, tablets and laptop-PCs. As you'll see, some options will be "approved" by your firm; others will not. But no matter where your firm stands from a compliance standpoint, you'll gain an even better understanding of how to use the latest technology available to financial advisors. Advisors will leave with:

- Results from a national online survey of financial advisors on using tablets

- A specific example on effectively using QR codes to transform traditionally flat marketing materials into dynamic interactions

- Practical "how to" guidelines for making more effective use of laptops-PCs to engage clients and prospects


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