In our recent financial services technology survey, we asked wealth management executives about the maturity level of seven different data processes, and four major data functions, in their organization. Survey respondents agree: few data processes are fully mature, and executives express low execution confidence in the four major categories of data functions. In fact, less than a quarter of respondents expressed high confidence in their company’s ability to execute data integration, data visualization, data dissemination, and data analysis activities.
Register now for our upcoming webinar, “Help Wanted: Wealth Management’s Data Management Maturity and Areas for Improvement,” which will be useful for:
- Wealth Management firms: Compare your organization’s data maturity and execution confidence in specific data functions to the overall industry.
- Technology Providers: Understand the implications of data management on application development, application integration, and the analytic capabilities needed as part of your wealth management offerings.
Visit the CEB TowerGroup Wealth Management web site to register today.