® Continue to Learn and Set a Technology Vision Given the pace of change, learning cannot be a one-time event. Financial institutions and their advisors must commit to ongoing education as new technologies emerge. Dedicate time to regularly research innovations and train employees on new solutions. Join industry communities to stay atop trends. View learning as an enjoyable, long-term journey versus a chore. Clients will seek out advisors who engage actively with the latest developments. Rather than reacting sporadically to piecemeal solutions, create a long-term vision for technology’s role in advancing offerings. Set a technology philosophy and criteria for integrating supportive tools over 3-5 years. Plan for how tech can enhance capabilities and efficiency at each stage of your clients’ financial journeys. This proactive mindset ensures tech integration aligns with your strategic growth plan. While navigating technology change brings challenges, the institutions and advisors who embrace innovation today will be best positioned to thrive tomorrow. The human touch remains irreplaceable in banking and financial services, but thoughtfully leveraging automation, AI and digital platforms will allow you to take client service to new heights. By welcoming technology as a collaborative asset, you can unlock new pathways for sustained success throughout 2024 and beyond. Nick Graham has more than 25 years of experience in product development, consulting services and business development across a variety of markets, including the financial services industry. He is a member of the Fairfield Economic Development Association Board of Directors and earned a Bachelor of Science degree from Clemson University. Nick Graham Executive Vice President and Chief Technology Officer Cambridge Investment Research Inc. Nick.Graham@CIR2.com Cambridge Investment Research Inc. is an associate member of the Indiana Bankers Association. SOUND STRATEGIES FOR PORTFOLIO INVESTMENT OPPORTUNITIES. Trust our investment and trading desk specialists to support your goals. Serving as your partner, we provide portfolio analysis and strategies supported by the knowledge of our experienced professionals. Member FINRA and SIPC, Registered with SEC and MSRB RC 23-363 Muni 23-257 1223 NorthlandSecurities.com 800.851.2920 MAY/JUNE 2024 51
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