Remembering the roots of adviser technology

October 22nd, 2024 | Insights, Viewpoint

The AdviserTech Show

Gary Shepherd, Business Development Director here at Sprint Enterprise, featured in this episode of The AdviserTech Show with Tessa Lee, Managing Director of moneyinfo

Gary highlights how advisers are looking for more control over their client experience and to help them, Sprint Enterprise is enabling advisers to make better use of their data, whether that’s through improved client reporting (Fastrak) or seamless data feeds (FINIO). 

There’s also plenty of industry insight about the future of adviser technology, and Gary offers some great advice for advisers looking to streamline their tech stacks.

Watch this episode to hear about Gary’s financial services journey and learn how Sprint Enterprise is helping advisers move towards a data-driven future.

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