Despite all the hype about AI, WM executives face challenges leveraging Data & AI for business growth. Generating actionable insights from data, identifying the right use cases for AI, and integrating insights across the Advisor journey continue to be pressing challenges for the industry.

In this recent webinar, we explored following two key areas of focus that will set you on the path to success:

Gain insights from Incedo’s 2023 data maturity WM industry survey to understand key challenges and opportunities for the industry
Discover how a KPI-based assessment can guide your business toward data-driven success.
Who should attend?

This webinar is tailored for executives and data leaders within wealth management firms committed to elevating their data strategy and moving key KPIs in the right direction.