In his session at ATSA16, our CIO Stephen Jackel identified three types of advisory firms.

Type 1 – Taxi Drivers

Like things the way they are and don’t want to change. Don’t believe that they need to change the way they’ve been doing things for years.

Type 2 – Manufacturing

Leveraging technology for efficiency, often to the point of obsession. Streamline back office process wherever possible. Focus mostly inside their four walls on production rather than on client experience.

Type 3 – Uber

Improving client experience through technology prompting them to consider a product