“Where are we now? Advisors are spending 70% of their time on menial processes like follow-up calls. They do not feel the [positive] change that technology offer them,” Shih said.
Clara Shih, CEO, Hearsay Systems
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Summary: Hearsay Systems showcased the latest trends and hottest innovations in financial technology at its annual conference Thursday in San Francisco, but CEO Clara Shih also gave a stark assessment on how limited fintech’s reach into advisors’ daily work life is today.
“Where are we now? Advisors are spending 70% of their time on menial processes like follow-up calls. They do not feel the [positive] change that technology offer them,” Shih said.
Clara Shih, CEO, Hearsay Systems
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