In Customer Success, I spend a lot of time talking with advisors and firm leaders about the different technology solutions they’re using (or trying to use) to serve their clients. And more often than not, I hear the same thing:
“We’re rolling out something new… again.”
It’s tempting to chase every new tool that promises more automation, more insights, more efficiency. The intention is good—firms want to stay ahead of the curve, provide more value to clients, and improve internal workflows.
But here’s the reality: advisors are overwhelmed.
New initiatives keep showing up—often without much thought to how they fit into an advisor’s actual day-to-day. Instead of making things easier, they add more logins, more training, more time spent figuring out what the tool even does.
And the payoff? Usually unclear.
It’s not that advisors don’t want to use technology—they do. They want tools that help them have better, more valuable conversations with their clients. But too often, they’re handed platforms that feel like just another thing to manage, instead of something that supports what they’re already doing.
That’s why I always recommend starting with technology that fits naturally into existing workflows—tools that are built to meet advisors where they already are.
That’s also exactly why we built interVal the way we did.
When a platform like interVal delivers relevant insights without extra friction, the adoption hurdle disappears. Advisors see the value right away. It doesn’t disrupt—it enhances. And that’s a big difference. Their conversations get richer, and firms start reinforcing the behaviors that already make their advisors successful.
Technology doesn’t have to be loud to be powerful.
It just has to make sense in the flow of real work.
When you lead with early value, real-time insights, and simple integration, you’re not just launching another tool. You’re unlocking the potential of the tools—and the people—you already have.
That’s when real transformation starts. And that’s the kind of change that lasts.
Author: Rebecca Cook
