Do you want to boost your certified financial advising business and provide even better customer experiences? Then consider the value of adding an app to your services. What can a financial planning app offer both you and your customers? Here are a few key things.
1. Customers Do More Themselves
Businesses of all types are learning the benefits of allowing clients to do more for themselves. After all, if a client can do standard transactions or answer simple questions for themselves, they don't need to call on you to do them.