Work Unleashed: The accelerated path to digital for Mariner Wealth Advisors

Mariner Wealth Advisors, a relatively young but rapidly growing company in the traditional finance industry, has effectively navigated the transition to digital work, driven by a customer-first philosophy and a strategic focus on cloud-based solutions. Led by Chris Cook, the SVP of IT, the company has embraced a "mobile-first advisor" approach, utilizing platforms like Box for cloud content management and integrating with essential apps such as Salesforce and Office 365. This digital shift enabled Mariner to swiftly adapt to remote work during the COVID-19 pandemic, maintaining performance and client support amidst market uncertainties. Cook's leadership emphasizes avoiding legacy constraints, promoting a unified digital vision, and leveraging the cloud for competitive advantage, which has allowed the firm to continue thriving despite the challenges of remote work and volatile financial markets.

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