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Death of Dashboards in Wealth Management?

Wealth Management Leaders,

"Dashboards as we know then are dead. We want to serve up smaller, bite-sized pieces of data that people can absorb and move on " - Cameron Currie, Head of Analytics, National Australian Bank

Every client is different. No two marketers or wealth managers will use data in the same way because no two share the same view or understanding of the business. The challenges they’re trying to solve are complex and come in all shapes and sizes.

Progressive banks who realise that static dashboards treat everyone like carbon copies and deliver a one-size-fits-all approach can’t support the needs of modern wealth managers and bankers. They know that dashboards are too rigid, too slow, and too generic to ever create meaningful business value for their clients.

Come join us in this webinar hosted by InfoCepts/ThoughtSpot’s David Ho (https://www.linkedin.com/in/davidhoyh/) and Shobhit Agrawal (https://www.linkedin.com/in/shobhitsagrawal/)

Where they will cover:-
• The end of an era – Dashboard as a tool for Wealth Manager
• Data savvy wealth managers ditching their dashboards
• Unpacking the hidden cost of wealth management legacy dashboards
• A new paradigm for analytics: Search & AI in the Financial Services
Recorded Jun 25 2021 38 mins
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Presented by
David Ho (Managing Director, APAC) & Shobhit Agrawal (Manager, Practices (International Advisory)
Presentation preview: Death of Dashboards in Wealth Management?

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    Every client is different. No two marketers or wealth managers will use data in the same way because no two share the same view or understanding of the business. The challenges they’re trying to solve are complex and come in all shapes and sizes.

    Progressive banks who realise that static dashboards treat everyone like carbon copies and deliver a one-size-fits-all approach can’t support the needs of modern wealth managers and bankers. They know that dashboards are too rigid, too slow, and too generic to ever create meaningful business value for their clients.

    Come join us in this webinar hosted by InfoCepts/ThoughtSpot’s David Ho (https://www.linkedin.com/in/davidhoyh/) and Shobhit Agrawal (https://www.linkedin.com/in/shobhitsagrawal/)

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  • Title: Death of Dashboards in Wealth Management?
  • Live at: Jun 25 2021 3:00 am
  • Presented by: David Ho (Managing Director, APAC) & Shobhit Agrawal (Manager, Practices (International Advisory)
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