The Connected Advisor
How Financial Advisors Are Leveraging AI to Transform Client Relationships
In 1969, humanity’s first steps on the moon were made possible by computers, a pioneering tool that forever changed exploration. In the […]
The Importance of Data Infrastructure for AI in Wealth Management
When the first electric cars hit the market, they promised a cleaner, more sustainable way to travel. But without charging stations, their […]
Integrating New Systems in Wealth Management: The Role of a Robust Data Model
Introduction As wealth management firms grow, adopting new technologies becomes inevitable. However, integrating these systems into existing workflows often leads to inefficiencies, […]
Navigating Advisor Software Preferences: A Unified Data Strategy for Wealth Management
Introduction Wealth management firms often face challenges when advisors prefer different software tools for client management, financial planning, and portfolio analysis. These […]
Standardizing Risk Scoring in Wealth Management: A Unified Approach
Introduction Risk scoring is a cornerstone of wealth management, helping advisors align portfolios with client goals and risk tolerance. However, inconsistent methodologies […]
Developing Proprietary Risk Scores: Leveraging Data Models in Wealth Management
Introduction Risk scoring is foundational to aligning investment strategies with client needs, but standardized, off-the-shelf tools may not always reflect a wealth […]
Enhancing Client Onboarding with Integrated Data Models in Wealth Management
Introduction Client onboarding is a critical process in wealth management, serving as the foundation for successful advisor-client relationships. However, manual workflows, disconnected […]
Achieving Operational Efficiency in Wealth Management Through Data Consolidation
Introduction Operational efficiency is critical for wealth management firms navigating increasing client demands, growing regulatory complexities, and competitive pressures. Yet, many firms […]
The Future of Wealth Management: Data Models and Digital Transformation
Introduction Wealth management is undergoing a rapid evolution as firms embrace digital transformation to meet rising client expectations, enhance operational efficiency, and […]
Client-Centric Wealth Management: The Importance of Unified Data Models
Introduction In the wealth management industry, client expectations are evolving rapidly. Modern clients demand more personalized, transparent, and efficient services. However, meeting […]
How a Data Warehouse Influences Your WealthTech Software Choices
As a technology leader at a major financial services company, you understand the critical importance of selecting and integrating software that can […]
Getting Data In and Out of Your Data Warehouse: Best Practices and Tools
Data extraction, transformation, and loading (ETL) processes, data integration tools and techniques, data cleansing and validation, data security and privacy, and querying […]
