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On this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Join’s Wealth Administration Group, sits down with Jalina Kerr, managing director of shopper expertise for Schwab Advisor Companies. Jalina talks about Schwab’s method to enhancing the advisor expertise, together with the group’s work on expertise integrations, adjustments made within the wake of the TDAI integration, and the way the agency is making an attempt to comply with advisors’ lead in the case of prioritizing the custodian’s method to tech improvement.
David and Jalina talk about:
- How the agency is considering the “advisor expertise” on the platform, and the way they’re working to enhance it.
- Schwab’s method to gathering and appearing on advisor suggestions in near real-time.
- Addressing the challenges and complexities of large-scale platform integration, notably post-TD Ameritrade merger
- The rising demand for simplified expertise ecosystems, together with built-in bundles and the way Schwab goals to satisfy these wants.
Sources:
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About Our Visitor:
Jalina Kerr is the Managing Director of Shopper Expertise for Schwab Advisor Companies. Kerr’s group shapes the continuously evolving shopper expertise with progressive technical and human sources designed to help the custody wants of a various advisor base.
Kerr started her profession at Schwab in 1994 on the Advisor Companies buying and selling desk. Throughout her tenure at Schwab, Kerr has held roles in shopper service supply and operations, in addition to advisors in transition, technique, and expertise.
