From Data to Discovery: How Intelligence is Shaping the Future of Advice
Wealth management is at a pivotal moment. For decades the industry has been guided by instinct and tradition. Every advisor interaction, client login...
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This is part one of a three-part series designed to explain how our Unified Data Fabric™ (UDF) collects and enriches all types of data from hundreds of sources and consolidates it into a rich, unified format that makes it easier for advisors to manage their clients’ digital wealth experience using our platform.
In the first installment, I will share resources that further explain our Unified Data Fabric and the benefits thousands of advisors are receiving from it.
Video: Understanding today’s data management challenges
Advisor360°’s SVP, Chief Technology Officer, Jed Maczuba, discusses the many complexities of data management, including the exponential growth of information and the lack of a standardized approach to creating timely, consistent, and complete data. Watch Understanding today’s data management challenges.
Video: The benefits of high-quality data
Jed Maczuba speaks to the importance of ensuring consistent information across data classes, including pricing, positioning, and customer profile data. Watch The benefits of high-quality data.
Blog: The future of wealth data
Jed Maczuba discusses the data challenges within digital wealth management and explores four trends to help enterprise-level firms create and manage high-quality data for their advisors. Read The future of wealth data.
Webinar: The Future of Wealth Data
Jed Maczuba talks about data in wealth management, how the household view is becoming the industry standard, high-quality data and how it separates the winners and the losers, and how automation and AI will help data complexity. Watch the Future of Wealth Data webinar.
Article: 4 WealthTech Predictions for 2022
Jed Maczuba shares his four predictions for WealthTech with ThinkAdvisor.com. Read 4 WealthTech Predictions for 2022.
In part two of this series, I will be discussing the value UDF brings to broker-dealers, advisors, and advisors’ clients.
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Ronnie Campbell is a Content Marketing Associate at Advisor360°, responsible for generating insightful and engaging content that develops the company’s social media presence and story.
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