As part of our ongoing series on how B2B audiences use technology, Zeldis is excited to share recent thought leadership research that explores a range of topics related to financial professionals’ (FPs) tech stack and the role that technology has on their practices and workflows.

• How FPs use technology in their practice, with their clients, and with providers

• The impact technology has on client engagement and practice efficiency

• Priorities in technology, including ease of use, functionality, and integration with existing platforms

• Motivators and barriers to considering new technology for their practices

• FPs’ expectations when it comes to the digital experience from their providers, and the impact that may have on their decision to work with specific providers

If you would like to watch or share the video capture or presentation, you may access them below.