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How to Master Data and Prepare for the Future of Wealth Management

Ask any wealth manager how much data they have about their clients–they’ll probably answer “plenty.” Years ofinvesting, portfolio management, and goal-planning naturally yields lots of data.

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In 2022, managing wealth means mastering data. Data drives insights and personalization, and insights drive growth (or, more specifically, decisions that lead to growth–personalization yields a 10 to 15 percent revenue lift).² With insights about investors’ values, concerns, and goals, wealth managers can personalize their services and build stronger relationships–ones that can stand the test of time and even survive the great wealth transfer.³ Early adopters can gain a competitive advantage in the marketplace by implementing a data analytics solution now. Download our eBook to learn more!