This article by Robin Bevan, CEO of Sprint Enterprise, looks at advisers’ struggles with client investment data. It highlights the increased accessibility of investment data through tools such as APIs and analytics applications such as Power BI. It also covers four key ways advisory firms use this data and emphasises the choice advisers face: whether to create their own way of getting data or via a data hub. If using the latter, how selecting a reliable data hub partner is crucial to navigate future challenges in this ever-evolving landscape.
Click here to read the full Money Marketing article: The democratisation of data is underway – what should your strategy look like?