Digital Engagement Track - Panel 3: Next Best Actions: Data and Decisions
Date & Time
Thursday, June 17, 2021, 12:15 PM - 1:00 PM
Alois Pirker, Research Director, Aite Group

Analytics is the new competitive weapon in the wealth management marketplace across wealth segments, especially for prospecting and servicing clients through digital channels. The largest firms have spent the last several years building capabilities and are now seeing results. Firms that have not yet engaged in analytics initiatives can catch up with the help of a growing group of analytics providers that have built expertise solving for wealth manager’s challenges.

This panel will discuss:

  • Successful paths to implement robust analytics platforms
  • Measures to improve financial advisor adoption
  • The ROI and business impact of analytics platforms