In Wealth Management, Big Data Means Big Deals

20-Aug-2015 #Globalwealth Source: Financial Planning

Wealth management firms have come to realise that tapping into client’s real time financial data for review will change the way they do business. Advisors will have a much better idea of a client’s behaviour in how they use their bank accounts, credit cards and their spending. They can be a lot more thoughtful about how their client is managing their financial life.

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