Remember When Laptops Revolutionized Financial Services?

February 12, 2012

Me neither. Today’s coolest tablets won’t either if they don’t enrich the advisor-client relationship. Many firms have pursued technology for its own sake, and some firms still have deeply engaged, profitable clients despite a shocking lack of sophistication. The real magic happens when technology enhances and enables the advisor-client conversation to uncover unmet and unstated needs to delight the client.

The Value Curve to Tablet Banking by Shahab Choudhry, partner and co-founder of the app development firm Propelics, describes correctly, in my view, that the highest value apps are those that advisors use in their direct interactions with clients.


  1. […] Similarly, Gartner coined the the term ‘hype cycle‘ and its similar ‘trough of disillusionment’ to describe the point where emerging technologies fail to deliver on their anticipated hype. (See my post Remember When Laptops Revolutionized Financial Services?.) […]

  2. […] project. Several months ago our CEO JP Nicols wrote a post on his personal blog entitled “Remember When Laptops Revolutionized Financial Services?“, and the punchline, was “Me […]

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