in this US WealthTech Talks webinar our Co-Founder Stephen Wall hosted expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules to discuss the role and potential of data in the wealth management sector.

 

We have all heard how data is potentially transformative for the wealth management business. This industry, like others, cannot escape the influence, growth, and commercial power of the BigTech firms and their data-driven business models but can it learn from them to compete, maintain relevance and profit in today’s digital marketplace?

 

Every industry, we are told, needs to develop a data strategy to move from the past into the future. Of course, data in the financial markets is completely commonplace for wealth managers, but the data we are talking about now is much broader, encompassing clients, products, markets, compliance, content, social media, behavioral, and more.

 

In this webinar, Stephen asked the panel to talk through what the term data means in the wealth management space, what sources of data now exist, where the market is in its use of data now and what more the market can start to consider in terms of the data it uses and how to make the most of it.

US WealthTech Talks Leveraging Data in Wealth Management
Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity?

WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded
The Covid-19 pandemic has had a huge impact on the world in which we live, disrupting many of the day-to-day things we have always taken for granted like meeting in person, socializing, shopping and much more.

Crealogix: What is digital user experience and how can it benefit wealth management firms?
In this first episode in our new three-part series of video interviews with Crealogix Group, we speak to Kim Woodhall, Product Lead in Wealth at Crealogix UK, about what is digital user experience and why should any wealth management firm care?