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Actionable Insights for Financial Advisors: Detailed Data-Driven Opportunities

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18 May 2018

This report explores how wealth managers are using technology to deliver actionable insights to financial advisors, representatives, and private bankers.

Key research questions

  • How are actionable insights delivered to financial advisors today?
  • How will insight engines evolve in the short term?
  • How will insight engines evolve in the long term?

Abstract

The report is interested specifically in high value-added, detailed, data-driven, client-specific opportunities, rather than more generic opportunities that can be common of sales force automation (SFA) or campaign management solutions.

Celent interviewed over a dozen financial institutions and technology companies to provide actual use cases for how wealth managers are using third party solutions in conjunction with proprietary systems to deliver insights.