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In this episode of the RIA Edge Podcast, David Armstrong, editorial director in Informa Connect's Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab's approach to improving the advisor experience, including the group's work on technology integrations, the changes made in the wake of the TDAI integration, and how the firm is trying to follow advisors' lead when it comes to giving prioritize the caregiver's approach to technology. development.

David and Jalina discuss:

• How the firm is thinking about the “advisor experience” on the platform and how they are working to improve it.
• Schwab's approach to collecting and acting on advisor feedback in real time.
• Addressing the challenges and complexities of large-scale platform integration, particularly the integration behind TD Ameritrade
• The growing demand for simplified technology ecosystems, including integrated packages, and how Schwab aims to meet these needs.

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About our guest:

Jalina Kerr is the Managing Director of Client Experience for Schwab Advisor Services. Kerr's team shapes the ever-evolving client experience with progressive technical and human resources designed to support the custodial needs of a diverse advisor base.

Kerr began her career at Schwab in 1994 on the Advisory Services trading desk. During her tenure at Schwab, Kerr held roles in client services delivery and operations, as well as transition, strategy and technology advisor.