On-Demand Web Seminar

Intelligent data and insights: The foundation of financial management and investing success

Past event date: November 10, 2021 Available on-demand 60 Minutes
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WATCH NOW

While the investment management industry has access to more data than ever, what really sets financial advisors and investment firms apart is the insights they derive from their data.

To become more data insights-driven, firms are implementing specific technologies and practices that enable them to turn raw data into vital actionable insights.

In this webinar, find out from wealth management research experts:

  • How to harness and apply data and data science to improve investment decisions
  • What the top 4 considerations are when utilizing data analytics
  • How data, analytics and insights technologies can increase the value of your data
Speakers
  • David Adler
    David Adler
    Wealth Management & Behavioral Finance Expert
    (Moderator)
  • boris-evelson.jpg
    Borris Evelson
    Vice President, Principal Analyst
    Forrester Research
    (Guest Speaker)
  • Todd.jpeg
    Todd A. Buck, CIMA®
    Managing Director, Head of Business Development & Client Service
    Envestnet Analytics
    (Speaker)