How Advisors Can Give Clients Amazon-Like Service

ThinkAdvisor | Jane Wollman Rusoff

October 21, 2022

The world’s three renowned digital-platform giants — Apple, Amazon and Google — have, sort of, spoiled consumers. Indeed, when it comes to financial services firms, investors are craving that same simplicity and speed.

So says Brian Bichler, head of platform experience and a managing director at Atria Wealth Solutions, in an interview with ThinkAdvisor. “Clients have now built a benchmark in their minds that they want technology services in the same manner that Apple, Amazon and Google have established,” he argues.

To some extent, this is already here from firms such as Atria. “Technology [for financial services] in 2022 and beyond isn’t just cool and [offers] not just great service but [is] a blend of those in order to help financial professionals grow their business,” says Bichler, a 2022 ThinkAdvisor LUMINARIES award finalist in the category of executive leadership.

In the interview, he provides a peek inside Amazon’s construction, which has helped make the company super-successful. More than that, he highlights what types of technology and benefits clients want, and the top four tech capabilities advisors want, including linking up with “great [tech] partners in the wealth management industry.”

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