When you think about your data, what comes to mind? It’s probably not a person or another living being – it’s probably not a personality, core values or a unique philosophy.
And maybe that’s the problem.
Our industry as a whole is facing a data crisis. We have more than we need, but it still doesn’t feel like enough, because we haven’t identified how to organize, manage and use it properly. Technology is part of the answer, but the overarching solution requires a dramatic shift in perspective. To make the most out of our data, to put it to work driving critical business decisions and better outcomes for clients, we need to see data not as a stagnant asset, but as a living one that needs oversight, nurturing, connections and care.
In this session, you’ll learn:
- Why our current accumulation-focused approach to data isn’t working
- How to implement a proactive data strategy based on security, integrity, quality and automation
- How to centralize a ‘source of truth’ in your business
- What you should expect from your tech provider when it comes to bringing your data to life
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Adrian Johnstone
President & Co-founder
Practifi
Davis Janowski - Host
Technology Editor
WealthManagement.com