Today, I’m thrilled to announce the launch of our new podcast. We look forward to hosting a series of conversations that continue to cultivate a community of thought leaders, game changers and innovators in the fintech ecosystem. 

To kick things off, we’re going to dive deeper into the five key themes that create an exceptional client experience: 

  • Hyper-personalization: A generic, one-size-fits-all approach no longer works.
  • Frictionless: Elegant, easy, simplified and mobile-first. 
  • Gamification: Implementing gamification has the power to enhance customer engagement, broaden awareness of new products and services, create stickiness, and influence behaviors.
  • Education: Personalized, engaging, immersive, and entertaining.
  • Social: Clients want to do more than post pictures or "like" a friend’s posts.

How do these come to life within the SEI ecosystem and for the clients we serve? We’re excited to further explore this topic with experts across our business and discuss how these themes play a role in the advisor, asset management and banking spaces.

In our first podcast episode, I sit down with Erich Holland, Senior Vice President–Head of Distribution and Engagement, Independent Advisor Solutions by SEI, to explore what today’s financial advisors might learn from leading digital brands like Google, Amazon, Netflix and others? Advisors are challenged with so much on a daily basis–staying up to date on regulatory changes, incorporating advancements in technology, retaining current clients and attracting new ones of an entirely different generation or demographic, creating the best possible investment plans for clients–the list goes on.

Tune in to hear our full conversation, and find out which of these Erich believes should be front and center for advisors to most effectively serve their clients now and in the future.