How Atria Is Reimagining Advisor Engagement Through Technology

Think Advisor recognized both Atria Wealth Solutions and Brian Bichler, the company’s Head of Platform Experience, as part of the LUMINARIES Class of 2022, specifically in the category of executive leadership. During his time with Atria, Bichler has focused on building the firm’s end-to-end platform for advisors to ensure this platform keeps up with client demands. This means ensuring the tech is useful and easy to interact with and understand.

Three Key Takeaways:

• In order to create great technology, Atria focused not only on building a platform that helped advisors better serve their clients but also a platform that took the user experience into account.
• Bichler also notes that the financial industry needs to understand and develop the value propositions advisors must convey to their clients.
• Finally, advisors need to meet clients where they are – this means developing and deploying technology that clients can also interact with and feel comfortable using. 

To hear more of this conversation between Bichler and moderator Roger Wohlner, press play above.

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