Unlock Your Access to "The Tower of Babel: Tips on Consolidating Wealth Management Data From Multiple Sources" Webinar Recording

Imagine what would be possible if you were able to leverage all the richness of your company’s data. Disparate data is often the richest data, but it is often hidden in different places. It speaks different languages. It describes things differently. Yet is all shares in a common goal. Accessing that richness is among the most valuable opportunities for financial services firms.

In this webinar, our panel of experts explored innovations in technology and business processes that can deliver access to this tapestry of riches.

This panel was moderated by Craig Iskowitz, CEO of Ezra Group and included these industry experts:

Jeff Marsden – Chief Product Officer, Xtiva Financial Systems
Michael Stern – VP Head of Product, Riskalyze
Rich Romano – CEO, FIDx
Todd Winship – Head of Data & Analytics, Temenos

Here are the top 5 takeaways from this webinar:

In order to consolidate insurance account data inside of wealth management platforms, you have to speak their language. — Rich Romano, CEO, FIDx
The average advisor has to log onto 8-12 different applications just to get their job done. We’re working to consolidate much of the data needed to streamline these workflows. — Mike Stern, Head of Product, Riskalyze
Many wealthtech vendors produce more data than they consume, Enterprise wealth management firms are challenged to consolidate everything and ensure it is accurate, timely and available to advisors. — Todd Winship, Head of Data and Analytics, Temenos
Application integrations and connectivity have become unmanageable. Many advisors have to memorize the order and direction that applications send or receive data to avoid conflicts. This is an industry-wide problem. — Mike Stern, Head of Product, Riskalyze
As the industry has shifted from relying on overnight batch files to deliver critical information to real-time, streaming data, it has also forced firms to move away form relational databases to more purpose-built databases that support specific use cases. — Todd Winship, Head of Data and Analytics, Temenos

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