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Products July 6, 2016
National Planning Bolsters Adviser Tech Support
The independent broker/dealer network is making a team of technology
experts available to help advisers utilize new client service and practice
management technology platforms.
Reported by John Manganaro
National Planning Holdings Inc. (NPH) announced the launch of its new Technology Solutions Team, a group of dedicated experts who will support financial advisers with NPH affiliated firms in implementing and optimizing client service and practice management technology platforms.
The Technology Solutions Team will “assist advisers in leveraging both NPH’s proprietary and third-party technology offerings to service existing clients more effectively, drive greater operating efficiency, and identify and pursue new client opportunities, among other goals.”
The team is comprised of 13 consultants, with specialists allocated to each of NPH’s seven regions nationwide and reporting to a national team leader. “Specialists will provide both personal, in-office training and assistance in addition to telephone-based support,” the firm explains.
NPH has made access to this team available across its entire network of broker/dealers in order to help all of its advisers utilize existing technology solutions more effectively to grow their businesses and serve clients, says Kirsten Bosch, vice president, NPH Advisor Experience Team.
“As many leading technology companies have shown, the best results from technology investments come from not only providing innovative solutions and platforms, but from backing up those solutions with ongoing, end-to-end education and support,” she adds. “National Planning Holdings is putting technology industry best practices to work for our advisers and investing in tools to help them maximize their efficiency, grow their businesses and further elevate the experience they provide to clients.”
Key focus areas for the Technology Solutions Team will be helping NPH broker/dealers and advisers more effectively implement and utilize NPH’s Advisor Dashboard, develop more effective workflows and train new advisers and staff members. The team will also provide ongoing support for “a wide array of technology issues on an as-needed basis.”
Additional information about the program is available here.
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