Quinn A MasoninWealthTab BlogBeyond the marketing hype: truly digital client acquisitionWhile many financial institutions are touting their tech-savyness, the reality doesn’t quite live up to the billboard.Sep 19, 2017Sep 19, 2017
Quinn A MasoninWealthTab BlogThe delicate balance between digital and retailHow does the inability to perform tasks online affect the in-person experience at retail locations?Aug 29, 2017Aug 29, 2017
Quinn A MasoninWealthTab BlogThe future of advisor platformsWhat the next generation of advisor platforms need to look like:Aug 13, 2017Aug 13, 2017
Quinn A MasoninWealthTab BlogHow Blockchain and distributed ledger technologies are impacting bankingBlockchain has moved from out of the shadow of currency exchange to mainstream banking.Aug 4, 2017Aug 4, 2017
Quinn A MasoninWealthTab BlogWhy existing advisor platforms just don’t cut itThe following are the key gaps that have emerged around existing advisor platforms across various stages of the advisory process:Jul 20, 2017Jul 20, 2017
Quinn A MasoninWealthTab BlogUnderstanding the reasons for low advisor productivity-This post originally appeared on the Wealthtab blogJul 5, 2017Jul 5, 2017
Quinn A MasoninWealthTab BlogCustomer experience: Bringing new value to old-fashioned serviceSuperior, personalized customer service is nothing new. It’s inherent to any consumer transaction, and even more so when it comes to…Jun 20, 2017Jun 20, 2017
Quinn A MasoninWealthTab BlogWhat keeps you up at night, Mike?Can the wrong type of thinking be counterproductive?Jun 13, 2017Jun 13, 2017
Quinn A MasonBridging the customer experience gapCustomer experience is increasingly the metric that is setting businesses apart.Apr 30, 2017Apr 30, 2017
Quinn A MasoninWealthTab BlogRelationship building: it starts with client onboardingIn the wake of a focus on growth, client onboarding becomes an afterthought rather than a relationship-building opportunity.Apr 22, 2017Apr 22, 2017
