In Wealth Access, advisors can use Wealth Insights to proactively identify opportunities to expand...
Data Pollution Webinar with Ezra Group
Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou’s educational series on data-driven wealth management, created in partnership with Xtiva Financial.
Some of the topics you’ll learn about in this webinar include:
- The difference between data lakes and data warehouses
- How wealth management firms can solve their data lake issues
- How to address issues when importing data from other sources
- Best practices for creating and implementing a data lake
The panel also featured these industry-leading experts:
- Yaela Shamburg, Co-Founder & Chief Product Officer, InvestCloud
- Nathan Stevenson, CEO, ForwardLane
- Chris May, VP, Customer & Market Development, Xtiva Financial Systems
Watch the full webinar below.