Jalina Kerr, Head of Advisor Experience for Schwab Advisor Services, joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital Connect 2026 to discuss how the firm enhances the advisor experience through technology.
With over 16,000 advisors on its platform, Schwab addresses a wide spectrum of advisor needs, from those new to investing to experienced professionals seeking greater efficiency. Kerr highlights the firm’s focus on evolving beyond traditional custody by integrating technology seamlessly with product offerings and solutions. She explains that the complexity of financial services, particularly alternatives, requires the firm to harness technology to support client understanding and utilization of complex products, while improving their overall user experience as they navigate implementation and ongoing management.
Kerr emphasizes the critical role of AI, backed by transparency, in powering people. Schwab leverages AI across internal operations, advisor-facing tools, and third-party integrations within fintech ecosystems, while enhancing transparency and improving workflow efficiency.
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