💡 Why Hiring a Fractional Tech/Automation Officer is the Right Move for Small and Mid-Sized RIAs
We’ve reached a point where the typical RIA tech stack is packed with untapped potential.
Between CRM systems, financial planning tools, and communication platforms, there are countless opportunities to build custom integrations and workflow automations that save time and boost efficiency.
The problem? Most firms don’t have the time—or the internal resources—to figure these out on their own.
Hiring a full-time tech/automation expert may seem like the obvious solution, but it’s often too expensive.
Here are 5 reasons why a fractional engagement might be the best move for your firm:
1️⃣ Cost-Effective: Hiring a full-time tech expert can be a major investment. A fractional hire gives you access to the same high-level expertise at a fraction of the cost. Plus, working with an independent contractor reduces overhead costs like benefits, taxes, and office space.
2️⃣ Immediate Impact: With a fractional expert, you get someone who can jump in and start optimizing your processes right away—without the learning curve of a full-time employee.
3️⃣ Custom Integrations: Every RIA’s tech stack is different. A fractional expert can build tailored integrations and automations to fit your specific needs, helping your tech tools communicate seamlessly with each other.
4️⃣ Increased Efficiency: By automating repetitive tasks and streamlining workflows, you’ll free up your team to focus on client-facing activities and high-level strategies—without being bogged down by manual processes.
5️⃣ Scalable Expertise: As your firm grows, so can the role of your fractional tech officer. You can easily scale their involvement based on your needs, making this a flexible solution for any stage of growth.
At Beemo Automation we provide fractional Tech/Automation experts with flexible pricing and no long term commitments.
If this sounds interesting, shoot me a message!
#TechOfficer #Automation #RIATech #FinancialAdvisors #WorkflowAutomation #Efficiency #CostSavings