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Assessing technology ROI is essential to ensure that investments in digital tools and platforms directly contribute to operational efficiency and customer satisfaction. This process helps to align technology spending with the firm's strategic goals, driving growth and increasing value delivered to customers. Ultimately, developing digital experiences for clients and advisors can help firms deliver stronger wealth solutions.
In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks to John Spyers, chief information and technology officer at Buckingham Wealth Partners, about how productivity solutions are driving real ROI for firms.
Shannon and John also discuss:
- Differentiating the customer experience with automation
- The critical balance between security and innovation
- How to prioritize technology initiatives during a firm's digital transformation
- Buckingham's approach to digital transformation
Connect with Shannon Rosic:
Connect with John Spyers:
About our guest:
John Spyers oversees the day-to-day management of the Technology, Data Operations, Product Support, Service Operations and Onboarding & Integration teams. He helps identify and design solutions that allow the best use of technology and other operational areas of Buckingham Strategic Wealth to improve processes and increase efficiency.
John, who joined Buckingham in 2015, is drawn to technology because of its ability to change people's lives and reshape businesses. In his role, he is able to watch it unfold first-hand as his team delivers solutions to help advisors and clients. He derives great reward from interacting with colleagues across the organization, challenging each other and constantly looking for ways to do things better on behalf of our clients.
Prior to joining Buckingham, John worked for 15 years at Perficient, a technology consulting organization based in St. He holds a bachelor's degree from Washington University in St. Louis. Louis in finance and operations and production management.
John lives in Wentzville, Missouri, with his wife, Devon, and their two sons, Grayson and William.