Learn about the technologies and practices leading firms use to turn raw data into actionable insights.
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financialplanning Sponsor content from Envestnet Financial Envestnet Financial
Web Seminar
Intelligent data and insights: The foundation of financial management and investing success
Wednesday, Nov 10, 2021 at 02:00 pm ET 60 minutes
REGISTER NOW
Hello Voornaam,

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
Wealth Management & Behavioral Finance Expert
(Moderator)
Borris Evelson
Vice President, Principal Analyst
Forrester Research
(Guest Speaker)
Todd A. Buck, CIMA®
Managing Director, Head of Business Development & Client Service
Envestnet Analytics
(Speaker)
REGISTER NOW
 
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