Business Success in Financial Advice 2023
In today’s data-driven world, being able to understand and interpret data is crucial for business and financial advice success. This emphasizes the importance of promoting data literacy within organizations. Our articles present practical tips for improving data literacy, and with a focus on addressing the complex challenges facing wealth managers, aixigo offers a tailored demo that covers the most pressing industry topics. Learn more below!
The article discusses the importance of data literacy in achieving business success. It highlights the benefits of having employees who can effectively read, understand and interpret data, and offers tips on how organizations can promote data literacy among their workforce.
NextWealth’s Adviser Tech Stack series report, "Hacking the Journey – Advice’s Hybrid Future", is based on a survey of 327 financial advice professionals and in-depth interviews with wealth management executives. The report explores the best ways for financial advice to use humans and machines, as well as the challenges of launching hybrid advice, the business objectives of tech-enabled advice, and the costs and charges associated with this type of service. The report also provides insights on the market size and opportunity for hybrid advice, as well as examples of hybrid advice propositions launched in the market. This is the video summary:
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The challenges wealth managers face will be numerous and complex, and aixigo is well aware of this fact. That’s why the company has made it a top priority to address the most pressing issues facing the industry today.
aixigo offers a tailored demo covering the most important industry topics – including challenges for wealth managers, the battle for customers and markets, the battle for millennials and affluent customers, the attack on traditional wealth management providers, advice, portfolio reporting & monitoring, digital portfolio management and more. Get access now!
From the latest trends to exclusive insights, you'll have everything you need to make informed decisions in the fast-paced world of finance:
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