The Bionic Advisor: Using Technology to Serve, Scale, and Succeed

Nirav Batavia, co–managing partner and chief technology officer of Forum Financial has used technology to build systems and processes that increase efficiency, enhance the employee and client experience, and scale the business, all while maintaining a focus on profitability. He shares his expertise on how advisors can combine technology with human interaction to support growth goals, determine areas of opportunity and improvement, and spend time doing the parts of their job they enjoy most. Nirav Batavia is not affiliated with Dimensional Fund Advisors. Dimensional Fund Advisors LP does not endorse, recommend, or guarantee the services of any advisor, certification organization, advisory or consulting firm. Dimensional Fund Advisors LP and Forum Financial are separate unaffiliated entities.