Our technology strategy: Evolved to reflect the vendor landscape

Transcript

Andrew Salesky, SVP of Digital Advisor Solutions

Hi, I'm Andrew Salesky. I recently assumed responsibility for our digital advisor technology and joined our broader Advisor Services leadership team. But I’m not new to Schwab. In my 23 years, I’ve had many roles, including responsibility for B-to-C and B-to-B client-facing websites, and creating our enterprise-wide data function. I’m a true believer in the power of data and technology, and unleashing this potential for our clients.

Changing technology landscape

Advisors are going through an exciting period of growth and change, and technology vendors have taken notice. There’s now a robust ecosystem offering you a choice of high-quality solutions across categories and price points. Amid all this change, we continually evaluate where we can provide the greatest value, taking advantage of our unique leadership position, scale, and breadth.

Our technology focus

Our mission is to help you put clients first. We believe this is best achieved by enabling you to customize your technology suite, choosing from the best of Schwab and third-party capabilities. As a result, we are focused on two goals: Creating the best, most operationally efficient custodial experience, and expanding our secure, deep integrations with leading tech providers that offer complementary solutions.