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BROKER-DEALERS: 1,000 Advisors or More Technology
RAYMOND JAMES
Tech Savvy
Raymond James has developed an advisor-focused approach to technology education and executed a strategic shift in when, where and how advisors and branch professionals master their platform. They build industry-leading technology from the minds of advisors, and they took that same approach to create Tech Savvy, an innovative education program tailored to advisors’ needs. The adaptable and scalable framework allows for: • directed and self-guided learning paths
• structured and modular content • engaging and interactive delivery • objectives aligned to specific business processes Additionally, they modernized and digitized resources in a global in-app help portal. The effort has inspired innovation, created a culture focused on the objectives of learners, and resulted in a measurable increase in reach, higher learner satisfaction and fewer support calls.
Raymond James is a leading diversified financial services company providing private client groups, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The firm, together with its subsidiaries, is engaged in various financial services activities, including providing investment management services to retail and institutional clients, merger & acquisition and advisory services, the underwriting, distribution, trading and brokerage of equity and debt securities, and the sale of mutual funds and other investment products. The firm also provides corporate and retail banking services, and trust services.
www.raymondjames.com
80
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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