Preparing for the Paradigm Shift in Data Management
Posted by Kerri8 days ago
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Back
In 2025, the industry will advance toward a foundation based on trusted, connected data.
Data can offer wealth management organizations extremely useful insights that can improve their operations, and most importantly, create a more meaningful and personalized experience for clients. Historically, data management has been a big problem across the industry — preventing wealth managers and their clients from reaping the benefits of “connected data,” whereby a firm’s platforms and systems “speak” to one another by exchanging data and provide the coherent, near-real-time answers and next steps (from that data) which clients need. In recent years, wealth management firms have been trying to fix the industry’s outdated technological infrastructure — and we expect them to continue making strides in this area in 2025.
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