Previous
Next
This webinar was a thought-provoking session as we discussed how innovators are bringing new ideas, tools and services to Wealth Managers and Financial Service forms, enabling them to unlock the value of their data assets.
In our first Data-as-an-Asset Roundtable, we explored how financial services firms can enhance their marketing advantage by leveraging underutilized data assets and reorganizing to do so through in-depth analysis, optimizing the architecture and matching the data strategy with the business strategy.
The panel participants shared ideas based on actual customer experience and their current innovation pipelines. They highlighted areas of significant opportunity and shared keys to getting to first value quickly.
Participants discovered:
Copyright © 2020 Ezra Group LLC. All Rights Reserved