Getting Started on Your Digital Journey

Submitted by elizabeth.gaston on October 26, 2018

You strive to deliver that seamless experience your clients expect.  But things don’t always go as planned. There’s still a lot of paper going back and forth… delays, and roadblocks along the way. Thanks to technology, there are new ways to smooth the path for clients and make it easier for them to do what they need to do whenever it’s convenient. Schwab’s platform offers intuitive digital features that can streamline client requests and eliminate paper, so working together is simple, easy, and efficient. 

Moving from paper to digital is a big change. We’re here to provide the guidance and support you need to be successful.  Like any journey,  you’ll need to prepare. First, assess where you are today and align your team on where you want to go.  You can use our complementary resources to evaluate your needs and your current use of technology.  Next, you’ll lay out your strategy. Just start in one area and build from there. Use the action plan to set priorities and assign tasks.

With your plan in place, your team will be ready to get started. Use the resources on Schwab Advisor Center to help you educate your staff and clients about any new tools you’re rolling out.

To make sure you’re on the right path, track your progress, and gather feedback to refine your approach. And don’t forget to celebrate along the way. Remember, your Schwab team is here to help, so let the journey begin.

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