United Planners Keeps Service Standards High and In Demand [Video]

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Ten seconds is a number nearly unheard of in the financial services industry, but that’s the average amount of time it takes United Planners to answer their phone, says CIO Aaron Spradlin. No wait times is just one of the many ways they measure advisory experience success. But there’s also the user experience. Technology is a vital part of United Planners service platforms that brings both advisor and user experience full circle. But at the end of the day, when an advisor needs a a quick answer to solve a simple question, paperwork, people and process go farther than fancy new technology. Like answering the phone.