The Citizen Data Scientist: Data Preparation, AI, and Self-Serve Analytics in Wealth Management

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12 February 2019

2019 is the year when AI finally reaches the wealth management advisor desktop.

Key research questions

  • Why should organizations move to a self-service data analytics model?
  • What is data wrangling?
  • How do data preparation tools benefit the business end user?


Wealth managers are using data analytics and visualization tools to inform advisor decisions and pinpoint client needs. These tools must become more friendly to the non-technical user if they are to enable insights and support better decision-making.