We are the first ever Digital Eco-System specialist who help clients with a lean approach to connecting the people, processes and technologies that they use to conduct business.
In 2008 we realized that the adoption of digital technologies by consumers and the rise of discount online brokerage services was going to disrupt how traditional advisors in financial services would have to conduct business.
First, being that advisors could become more productive so as to focus attention on delivering best in class customer service.
Second, connecting all the key stakeholders in the process including support, marketing, sales, compliance, management and customers in a transparent process.
Lastly, to integrate key business management systems into a single platform so as to eliminate waste and improve operational performance transparency.
We have developed a game changing technology called the Digital Biz Hub, which is the first ever Digital Eco-System. A system and a concept that is no longer the focus of higher learning studies, it's a reality and we call it "technical simplicity"...