Personalising Client Experiences and Needs – Leveraging Data Analytics and Algorithms for Modelling Targeted Advisory

Wealth managers and asset management companies have not been the front runners in digital technology adoption. There is a tremendous opportunity to tap into exciting tech solutions available to become more data-driven and client-centric advisors. Hear how companies can enhance their operations by leveraging data analytics.

• Enhancing and customising client experiences through data analytics
• Algorithms to better understand and examine forecast assumptions
• Scenario-based analytics, through data deep dive, to estimate and forecast returns

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