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Lennard van der Feltz Discusses Relationship Between Technology, Financial Planning with In Business

Lennard van der Feltz Discusses Relationship Between Technology, Financial Planning with In Business

| September 07, 2018

In Business Magazine, a leading publication for business leaders in the Phoenix area, featured Lennard van der Feltz in its From the Top executive profile series, highlighting his fervent interest in technology.

Lennard’s profile details how he has thoughtfully woven technology into the everyday workings of Pinnacle Financial Advisors to create greater value for clients. He notes that Pinnacle places great importance on using technology to improve the client experience, and he and his team are always on the lookout for ways to push the envelope when it comes to tech. He explains that Pinnacle has a team member who is devoted to identifying and implementing the latest technology and software solutions for clients’ financial roadmaps.

The Pinnacle team keeps tabs on the latest solutions, often working with developers to evolve their offerings in order to provide better service to clients.  

Read the full article here.