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Leveraging quality data to unlock value for brokers and their clients
Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.
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Data is key to delivering clients a wholistic view of their wealth
Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.
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Fortnum backs data as game-changer in advice
Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.
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Making data the advice hero
Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.