Uploaded August 2024 | Updated September 2026, 1 day ago
Financial reporting is a cornerstone of the fintech industry, offering clients transparency and insight into their investment portfolios. However, one common challenge that advisors face is maintaining client engagement during these presentations.
Our Director of Strategy, Keith Bartels, interviewed two experts in the financial services space, Ted Toso, CEO of Trinlogix, and Michael Young, Managing Partner at Integrated Advisors Network to explore how they are using eye tracking to present a unique solution to this problem.
Their insights illuminate the ways eye tracking can enhance the client user experience (UX) by making reports more accessible and engaging.
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
LINKS & RESOURCES
👉 Customer Stories: tobii.com/resource-center?types=customer-story
👉 Tobii Solutions: tobii.com/solutions
👉 Contact Tobii: tobii.com/contact
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
CONNECT WITH US ON SOCIAL MEDIA
LinkedIn: linkedin.com/company/tobii
X (formerly Twitter): twitter.com/TobiiTechnology
Facebook: facebook.com/TobiiAB
Instagram: instagram.com/lifeattobii
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
ABOUT TOBII
We are the global leader in eye tracking, a position we earned through our passion for technology and our ambition to create tech for a better future.
tobii.com
Financial reporting is a cornerstone of the fintech industry, offering clients transparency and insight into their investment portfolios. However, one common challenge that advisors face is maintaining client engagement during these presentations.
Our Director of Strategy, Keith Bartels, interviewed two experts in the financial services space, Ted Toso, CEO of Trinlogix, and Michael Young, Managing Partner at Integrated Advisors Network to explore how they are using eye tracking to present a unique solution to this problem.
Their insights illuminate the ways eye tracking can enhance the client user experience (UX) by making reports more accessible and engaging.
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
LINKS & RESOURCES
👉 Customer Stories: tobii.com/resource-center?types=customer-story
👉 Tobii Solutions: tobii.com/solutions
👉 Contact Tobii: tobii.com/contact
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
CONNECT WITH US ON SOCIAL MEDIA
LinkedIn: linkedin.com/company/tobii
X (formerly Twitter): twitter.com/TobiiTechnology
Facebook: facebook.com/TobiiAB
Instagram: instagram.com/lifeattobii
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
ABOUT TOBII
We are the global leader in eye tracking, a position we earned through our passion for technology and our ambition to create tech for a better future.
tobii.com
