Coté

Tag: platforms

  • Coté Memo #046: I don’t like dick-bags either, and part two on marketing platforms

    Meta-data Hello again, welcome to #046. Today we have 53 subscribers, so we’re +1. The crazy pills are working! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always,…

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  • The platforms were ultimately product-driven, not client-driven, and built in silos without collaboration. Currently, advisers are forced to go to five different places to do their work, often times duplicating functions in ways that are incredibly inefficient and not intuitive. Merrill expects this new consolidated platform will simplify the adviser and client experience in a…

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