From Schwab IMPACT® 2018, I connected with Andrew Salesky, Senior Vice President of Digital Advisor Solutions for Schwab Advisor Services to first get to know more about his background and role within Charles Schwab.
We then covered two of the “blocking and tackling” technology initiatives within Schwab Advisor Services: Digital Account Open and Schwab Advisor Portfolio Connect™.
We wrap up our conversation with what Schwab is doing internally to stay on the leading edge of financial technology and future updates to the Schwab Advisor Services platform.
IMPACT® 2018 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac
Music: Race by OBOY, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg
