For Wealth Managers serving the clients, giving excellent advice and making the correct investment decisions are all key to growing your business. Ultimately it’s a people business where better understanding your clients leads to better outcomes.
Data is able to help reach these goals. Tableau is great software for providing customer insights, ideally improving your client experience. Alteryx is ideal for blending different data sets to create more windows to what is happening within the business.
Better use of data and a better understanding of clients can help your sales people better target. What are your clients interested in; is this an opportunity to upsell? Who is reading your research, who is engaging in your marketing material? What are they invested in today? All of this information should help make better decisions to benefit your clients and ultimately increase your revenue.