From Luxury to Necessity

Are you a technology junkie that runs to stand in line every time there is a new release?

If so, chances are you belong to a small group of consumers that thrive on adopting the latest technology. Most others fall into a second bucket of individuals who delay until the new becomes the norm. As early adopters find comfort in exploration and the waves of change, the still waters of familiarity offer security to the late majority.

It’s no secret that the current tech landscape moves at light speed. Today’s normal is tomorrow’s obsolete. However, while most people can get by with an older model cell phone, the stakes are raised for businesses with a fervor to stay competitive. As the push for higher levels of accuracy and efficiency in the wealth management market increases, adapting to new technology stops being a luxury and starts to become a necessity.

The Value in Understanding

Much like the experience of unboxing a new phone, implementing an updated digital system comes with equal parts excitement and effort. Updating settings, importing information, and adding personalized touches are all prerequisites to transitioning new technology into useable technology. Furthermore, every organization’s description of what makes a system useable is as unique as their business and processes. In many cases, it’s not always about finding the perfect ‘technology solution’— it is more critical to have full capability of customizing a system to leverage it toward strategic objectives. A technology partner that understands the complexities of a business will empower each workflow and process to full potential faster and for longer than any other solution, adding significant value that would have otherwise been forgone.

The Power of Partnership:

The ability to adapt to change is what separates successful businesses from those who lose their competitive edge over time. The risk of resisting change has become far greater than the risk of embracing the unknown. Strength and longevity are found in structuring processes around technology that is nimble enough to adjust as the industry evolves.

First Rate Professional Services aims to first grasp a firm’s goals, objectives, and challenges in order to apply a collective forty years of experience toward providing a comprehensive and consultative experience.

Led by data and driven by client satisfaction, the First Rate Professional Services team is committed to partnering with businesses who desire tailor-made solutions that provide speed, accuracy, and focus toward growth and success.

Sabine Adams( General Manager, Professional Services )

Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the Professional Services department, the business line responsible for client customization and implementation. Adams has served in multiple positions since joining First Rate, including Client Service Manager, Products Manager and Implementations Manager in Professional Services where she led several key client implementations. Outside of First Rate, Sabine likes everything outdoors and spends time with her daughter and two dogs.