US WealthTech Talks: Leveraging Data in Wealth Management

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity? Join us in this US WealthTech Talks webinar where our Co-Founder Stephen Wall will host expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules as they discuss the role and potential of data in the wealth management sector. We have all heard how data is potentially transformative for the wealth management business. This industry, like others, cannot escape the influence, growth, and commercial power of the BigTech firms and their data-driven business models but can it learn from them to compete, maintain relevance and profit in today’s digital marketplace? Every industry, we are told, needs to develop a data strategy to move from the past into the future. Of course, data in the financial markets is completely commonplace for wealth managers, but the data we are talking about now is much broader, encompassing clients, products, markets, compliance, content, social media, behavioral, and more. In this webinar, Stephen will ask Rob and Jaime to talk through what the term data means in the wealth management space, what sources of data now exist, where the market is in its use of data now and what more the market can start to consider in terms of the data it uses and how to make the most of it.

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