When was the last time you traveled somewhere unfamiliar? Did you grab an atlas? Print out a Mapquest? Or did you simply pull out your smartphone, hold a button and say “Hey Siri, direct me to 100 Main St, Denver Colorado”? Probably the latter. The other two methods are still available. They probably always will be — and each was the go-to method back in their respective eras — but now we have something so much easier, so much more efficient, so much more… effective!
Financial services, similar to maps, has evolved over the years. Why would you settle for the old way of doing things when you can have more comprehensive and personalized options?