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Evaluating expertise ROI is essential for making certain that investments in digital instruments and platforms straight contribute to operational effectivity and consumer satisfaction. This course of helps to align expertise spending with the agency’s strategic objectives, driving progress and enhancing the worth delivered to purchasers. In the end, evolving digital experiences for purchasers and advisors may help corporations ship stronger wealth options.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with John Spyers, chief info and expertise officer at Buckingham Wealth Companions, about how productiveness options are leading to actual ROI for corporations.
Shannon and John additionally talk about:
- Differentiating the consumer expertise with automation
- The essential stability between safety and innovation
- The way to prioritize expertise initiatives all through a agency’s digital transformation
- Buckingham’s method to digital transformation
Join with Shannon Rosic:
Join with John Spyers:
About Our Visitor:
John Spyers oversees the day-to-day administration of the Know-how, Information Operations, Product Help, Service Operations, and Onboarding & Integration groups. He helps establish and design options that permit Buckingham Strategic Wealth’s expertise and different operational areas to be higher utilized with a purpose to enhance processes and enhance effectivity.
John, who joined Buckingham in 2015, is drawn to expertise due to its potential to vary individuals’s lives and reshape companies. In his function, he is ready to watch that play out first-hand as his staff delivers options to assist advisors and purchasers. He will get nice reward in interacting with colleagues all through the group, difficult one another and regularly looking for 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 expertise consulting group based mostly in St. Louis, and held roles equivalent to director of operations, director of answer supply and director of company initiatives. He has a bachelor’s diploma from Washington College in St. Louis in finance and operations and manufacturing administration.
John lives in Wentzville, Missouri, along with his spouse, Devon, and their two sons, Grayson and William.