Sponsored by
Evaluating know-how ROI is essential for guaranteeing that investments in digital instruments and platforms instantly contribute to operational effectivity and shopper satisfaction. This course of helps to align know-how spending with the agency’s strategic targets, driving progress and enhancing the worth delivered to purchasers. In the end, evolving digital experiences for purchasers and advisors may help companies ship stronger wealth options.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with John Spyers, chief data and know-how officer at Buckingham Wealth Companions, about how productiveness options are leading to actual ROI for companies.
Shannon and John additionally focus on:
- Differentiating the shopper expertise with automation
- The important steadiness between safety and innovation
- The right way to prioritize know-how initiatives all through a agency’s digital transformation
- Buckingham’s strategy to digital transformation
Join with Shannon Rosic:
Join with John Spyers:
About Our Visitor:
John Spyers oversees the day-to-day administration of the Expertise, Information Operations, Product Assist, Service Operations, and Onboarding & Integration groups. He helps establish and design options that permit Buckingham Strategic Wealth’s know-how and different operational areas to be higher utilized as a way to enhance processes and improve effectivity.
John, who joined Buckingham in 2015, is drawn to know-how due to its capacity to vary folks’s lives and reshape companies. In his position, he is ready to watch that play out first-hand as his crew delivers options to assist advisors and purchasers. He will get nice reward in interacting with colleagues all through the group, difficult one another and frequently trying to find methods to do issues higher on behalf of our purchasers.
Previous to becoming a member of Buckingham, John labored for 15 years at Perficient, a know-how consulting group based mostly in St. Louis, and held roles reminiscent of director of operations, director of resolution supply and director of company tasks. He has a bachelor’s diploma from Washington College in St. Louis in finance and operations and manufacturing administration.
John lives in Wentzville, Missouri, together with his spouse, Devon, and their two sons, Grayson and William.
