Actionable Insights for Financial Advisors: Detailed Data-Driven Opportunities
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?
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.