Wednesday, November 9, 2022
1:00 PM - 1:45 PM (EST)
Data and analytics: What is fueling sales and service for wealth managers?

Information is power, and advisors need timely data and insights to service clients and prospects in the digital age. These needs are fundamental, and enhanced data management and analytics are crucial for creating loyal, profitable, and growing relationships for wealth managers. How can data and analytics be leveraged in meaningful ways in what continues to be an uphill battle for wealth managers? Some firms have made significant advancements, but many others have only just begun their journeys.

This panel will discuss:

• How comprehensive sales reporting tools can spur advisor productivity
• How vendors help traditional wealth managers advance their data and analytics game
• Which industry best practices work best for using analytics to enhance customer service
• How to deploy artificial intelligence against data and analytics

Alois Pirker