Episode 4 - A focus on the importance of data for adviser firms
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Episode 4 - A focus on the importance of data for adviser firms
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Helen Clark, Chris Baigent-Reed, Paul Miles and Christopher Pitt discuss data, a very wide topic indeed. Here they focus in on the importance of data for adviser firms, the impact of AI on data and data in the light of legislation including consumer duty.
They look at the key challenges they are seeing, the considerations and solutions. Talking through real life experiences of the data strategies they are helping firms implement and the questions firms should be asking themselves to connect technology and simplify processes to result in one source of truth. Data is not going to become less important, it is only going to become more important. Data is already front of mind for smart businesses what are the roles and new technology essential for the business of the future. This podcast provides lots of practical advice and tips that will help you navigate the data complexities of advice firm business owners