More wealth management firms are realizing that leveraging their data assets has the power to help them reach their business goals. This requires building a strong data team that bring experienced, cross-functional skill sets to bear. However, this is no easy task.
Especially in this tight labor market, identifying and hiring the best people for your data and analytics team is imperative. The most well-run companies have been able to develop a competitive edge via their data analytics capabilities that enable business managers to gain unique insights into trends and customer behavior.
By attending this webinar you will learn:
The panel will be moderated by Craig Iskowitz and will feature the following indusry leaders:
This complimentary online roundtable is open to all those with an interest in the success of financial services firms, financial advisors and especially the customers that rely on their services.
And don’t worry about bringing a pencil! Access to a recording will be provided.
As Seen In
Copyright © 2022 Ezra Group LLC. All Rights Reserved