TacoTech

Coming LIVE from T3 2022 - Kartik Srinivasan from Schwab


Listen Later

In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.

...more
View all episodesView all episodes
Download on the App Store

TacoTechBy TacoTech

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

9 ratings