Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that?
In this episode, David Armstrong, editor in chief at Wealthmanagement.com, speaks with Stuart DePina, chief executive at Envestnet Data & Analytics. Envestnet won a Wealthies award in 2019 for TAMPs: Model Marketplaces—Multi-Asset Strategist Due Diligence Reports. They were also finalists in several other categories.
In this episode, you will learn:
- How Envestnet strives to make the Model Marketplace better
- Why advisors that are leveraging technology face challenges with scale
- Where Envestnet can further assist advisors in the years to come
- What percentage of available data are advisors not making the best use of
- And more!
Listen in and open up to technology, and how it can make your business more productive.