Since the global pandemic began last year, we have experienced an acceleration of wealth management trends that have been playing out over the recent years. There is now a major focus on improving client engagement by providing more personalized insights and data transparency more than ever before. Now, wealth managers need an efficient way to better serve their clients the right information at the right time. The pressure is on to become more aligned, better informed, and more engaged, presenting a challenge for advisors as books of business grows.
Join FactSet and F2 Strategy in our FOCUS session as they unravel this ongoing workflow challenge and discuss ways advisors can improve productivity while effectively understanding and managing their clients’ needs.