While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. Advisers at the forefront of technology investment — known as tech accelerators — cite "improved outcome for clients" as their top consideration. They invest more in technology and are growing faster than those who don't.
In this interview with marketing experts Stephen Wershing and Julie Littlechild, Oranj CEO and founder David Lyon talks about why it’s critical for financial advisors to look outside the financial services industry and at companies like Amazon
Adam Stolz, VP of Sales at Oranj, and Robert McCarthy, Account Manager at MoneyGuide, provided an overview of Oranj and MoneyGuide's new integration and a comprehensive introduction of Oranj and MoneyGuide.
Last week, I was a podcast guest on Becoming Referable, where I chatted with Steve Wershing & Julie Littlechild about how a better client experiences leads to happier clients, more referrals, and a more efficient business for advisors. Follow the link below to listen to our conversation:
Oranj has been named as one of 2019's best places to work in financial technology! This annual survey and awards program, presented by SourceMedia and Best Companies Group, is designed to identify, recognize, and honor the best employers in the financial technology industry.