Information is power, as the saying goes, and advisors need timely data and insights to service clients and prospects seamlessly in the digital age. This is a crucial need, and enhanced data management and analytics are at the heart creating loyal, profitable, and growing relationships for wealth managers. But leveraging data and the use of analytics in a meaningful way still remain an uphill battle for several wealth managers. While some firms have made significant advancements, many have only just begun their journey.
This panel will discuss:
- How can sales enablement be embedded in advisors’ toolkits?
- How are vendors helping traditional wealth managers advance their data and analytics game?
- Using analytics for enhanced customer service – best practices from the industry
- The role and practical use cases of AI