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Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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The transformative power of data

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Manage episode 420920346 series 2512387
Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.

Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.

The pair discuss:

  • How data-driven insights have revolutionised investment strategies and platform choices.
  • The opportunities and potential pitfalls of integrating AI into financial advice.
  • The risks and challenges of navigating a complex data landscape.
  continue reading

264 episoder

Artwork

The transformative power of data

The ifa Show

0-10 subscribers

published

iconDel
 
Manage episode 420920346 series 2512387
Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.

Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.

The pair discuss:

  • How data-driven insights have revolutionised investment strategies and platform choices.
  • The opportunities and potential pitfalls of integrating AI into financial advice.
  • The risks and challenges of navigating a complex data landscape.
  continue reading

264 episoder

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