Tech and AI is continually changing the way we work. But what should leadership do increase staff adoption? Joel Bruckenstein, producer of the T3 Technology Tools for Today (T3) Conference, said firms need to stress that change is happening regardless of staff resistance or skepticism. "In an ideal world, you'd like buy-in from all users, and giving them a voice can be helpful; however, many folks, especially older employees, are often resistant to change," he said by email. "Anything that looks new and unfamiliar will be viewed with skepticism. So, if you make it clear that change needs to happen, and if you solicit feedback from the likely power users on your team, you are most likely to get better results." Read additional insights in the article linked below written by Rachel Witkowski for Financial Planning:
T3 Technology Tools for Today
Financial Services
Miami, FL 2,839 followers
The latest news plus in-depth reporting on financial services technology, plus special industry conferences
About us
Today's successful financial advisory firms have a big challenge: serving their clients well while keeping up-to-date with the newest and best technology and practice management tools. The financial services firms that support the financial advisors have similar challenges in that advisors are sometimes relying on the larger firm to provide the insights, support and solutions they need -- especially when it comes to technology and delivering high-quality services in a digital world. Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is proud to provide a newsletter (now renamed the T3 Tech Hub and reincarnated in digital form as an online destination for information, insights and news about technology in the financial services industry) as well as annual conferences and other special by-invitation-only events to help the professionals who serve investors and the general public meet the new challenges and benefit from an array of opportunities. Bruckenstein also provides technology and practice management consulting for financial service firms. He is a sought after conference speaker, writer and industry thought leader. His topic is always technology and practice management. Follow this page for news and announcements. Visit http://www.technologytoolsfortoday.com to learn more.
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http://www.technologytoolsfortoday.com
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- Miami, FL
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The hottest AI use case for advisors? Note-taking apps that generate action items, according to this Family Wealth Report article written by Charles Paikert. T3 president Joel Bruckenstein, one of the financial industry’s leading tech consultants, said he is concerned that small firms may not be able to ask the right questions, and if they don’t fully understand how the data is being used, they shouldn’t be using these apps. Bruckenstein pointed out that AI software is still “a very immature market,” which he compares to the robo-advisor market that emerged a decade ago. “Two-thirds of the robo companies were disintermediated by incumbents and aren’t around anymore,” he said.
Hottest AI Use Case For Advisors: Note-Taking Apps That Generate Action Items
familywealthreport.com
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T3 Technology Tools for Today reposted this
Most merger and acquisition deals are pitched as a combination of complementary forces. In the case of Yext and Hearsay Systems, it’s about bringing together a leading online marketer with an expert in regulatory compliance for digital communications. With comments from: Michael Walrath, the CEO of Yext; Michael Boese, the CEO of Hearsay; Joel Bruckenstein, the president of T3 Technology Tools for Today. #M&A #fintech #wealthmanagement
Yext, Hearsay CEOs on merger plans for a marketing and compliance powerhouse
financial-planning.com
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This is interesting. Will courts hold the SEC accountable?
SEC Hit With Lawsuit Over Texting Sweep | ThinkAdvisor
thinkadvisor.com
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OpenAI, WSJ Owner News Corp Strike Content Deal Valued at Over $250 Million https://lnkd.in/enDR3rb3
OpenAI, WSJ Owner News Corp Strike Content Deal Valued at Over $250 Million
wsj.com
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Always a pleasure to present with this group. Thank you TradePMR for inviting me. What a wonderful event!
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This is an area where Goldman has a competitive advantage
Goldman looks to make alts more liquid with lending offer
financial-planning.com