For advisors, the most sought-after tech solutions are those that enable them to minimize inefficiencies and maximize productivity when it comes to delivering a personalized advice-centric planning experience to all of their clients.
In today's digital landscape, clients are primed to expect fast results, easy access, and custom, at-their-fingertips solutions—personalized for them. And they are looking for the same in their relationship with an advisor. The best advice technology enables advisors to deliver on those expectations.
That's why the theme of this year's #XYPNLIVE AdvisorTech Expo is “Productivity and Personalization,” featuring 12 finalists showcasing solutions that enable advisors to leverage automation and customization to deliver a personalized, advice-centric client experience seamlessly—and efficiently scale it.
Twelve participating companies will give a seven-minute demo debuting their tech offering related to automation, customization, and personalization, with a three-minute break between each.
How is it judged?
The competition will be judged based on audience feedback as attendees vote for their favorite contender via the #XYPNLIVE mobile app.
What's in it for the winner?
The company that gets the most votes, along with the runner-up, will be announced on the last evening of the conference during the awards ceremony. The winner will also get a free exhibitor booth the following year at #XYPNLIVE.
Technology must be for financial advisors and support delivering financial planning services to next-gen clients.
To enter, applicants must meet one or more of the following requirements: