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Digital transformation has become mainstream, and firms are challenged to transform data into a growth lever. Financial institutions are increasingly looking beyond their four walls to find digital engagement services that help advisors increase productivity, improve retention and deliver hyper-personalization. For the “nextgen advisor”, the right wealth ecosystem can integrate the front, middle and back offices within firms, linking up financial and business applications within a holistic view.
What benefits does this approach bring and what challenges stand between commitment to the concept and adoption of the practice? Check out our webinar, “How Sophisticated Advisors are Leveraging Data to Drive Growth,” hosted by FUNDFire. Our panel will discuss the benefits a linked “wealth ecosystem” and ongoing innovation may offer to advisors and how connecting gaps in data and business intelligence can boost customer relationships.