Launching the first wealth management industry Data Readiness survey report at the T3 conference

Incedo has collaborated with T3 (Technology Tools for Today) and launched a data readiness survey for wealth management industry. The report will share insights on how firms are harnessing data to enable wealth managers, financial planners, and investment advisors in their ongoing work with retail clients.

This survey report will be important guide for your data investment plans to track progress in the development of digital tools and how that translate into enhanced opportunities for conversations between advisors and investors. When identified problems are solved, firms have higher chance to share personalized insights that can become real value addition. A data-driven approach has higher propensity to deliver personalized services for investors and advisors.

This report aims to identify:

1. How a wealth management firm benchmarks against similar industry firm?
2. Understand the narrative as it relates to improving the future of wealth tech and advisor-delivered financial advice and investment management services.

The report will be launched at the T3 Conference to be held in Tampa, Florida on 13-16 March, 2023.