{"id":549,"date":"2024-10-30T11:53:01","date_gmt":"2024-10-30T11:53:01","guid":{"rendered":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/?p=549"},"modified":"2025-04-08T16:25:02","modified_gmt":"2025-04-08T15:25:02","slug":"unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners","status":"publish","type":"post","link":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/","title":{"rendered":"Unlock the power of your data: 6 top data tips for financial planners"},"content":{"rendered":"\n<p>In an exclusive insight piece, our CEO <a href=\"https:\/\/www.sprintenterprise.co.uk\/about-us\/meet-the-team.php\">Robin Bevan<\/a> explores how financial planners can revolutionise their data management strategy. <\/p>\n\n\n\n<p>Drawing from decades of experience in fintech, Robin breaks down the complexities of modern data integration and reveals practical solutions for advisory firms of all sizes. Originally featured in Financial Planning Today, this article offers a blueprint for transforming how your firm handles data &#8211; from streamlining multiple integrations to achieving clean, actionable insights that drive business growth. <\/p>\n\n\n\n<p>Read the full article at Financial Planning Today: <a href=\"https:\/\/www.financialplanningtoday.co.uk\/news\/new-financial-planning-today-magazine-edition\">My 6 top <\/a><a href=\"https:\/\/www.financialplanningtoday.co.uk\/news\/new-financial-planning-today-magazine-edition\" target=\"_blank\" rel=\"noreferrer noopener\">data tips for financial planners<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Drawing from decades of experience in fintech, Robin breaks down the complexities of modern data integration and reveals practical solutions for advisory firms of all sizes. Originally featured in Financial Planning Today, this article offers a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":167,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5,7,8],"tags":[],"class_list":["post-549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-press","category-insights","category-viewpoint"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 Data Tips For Financial Planners | Sprint Enterprise Technology<\/title>\n<meta name=\"description\" content=\"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 Data Tips For Financial Planners | Sprint Enterprise Technology\" \/>\n<meta property=\"og:description\" content=\"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\" \/>\n<meta property=\"og:site_name\" content=\"Sprint Enterprise Technology\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-30T11:53:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-08T15:25:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jonathan Jacob\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sprint_tech_uk\" \/>\n<meta name=\"twitter:site\" content=\"@sprint_tech_uk\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jonathan Jacob\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\"},\"author\":{\"name\":\"Jonathan Jacob\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/13b3697edc9a10f02b1fcee7848c27e1\"},\"headline\":\"Unlock the power of your data: 6 top data tips for financial planners\",\"datePublished\":\"2024-10-30T11:53:01+00:00\",\"dateModified\":\"2025-04-08T15:25:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\"},\"wordCount\":104,\"publisher\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg\",\"articleSection\":[\"In the press\",\"Insights\",\"Viewpoint\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\",\"name\":\"6 Data Tips For Financial Planners | Sprint Enterprise Technology\",\"isPartOf\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg\",\"datePublished\":\"2024-10-30T11:53:01+00:00\",\"dateModified\":\"2025-04-08T15:25:02+00:00\",\"description\":\"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg\",\"contentUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg\",\"width\":800,\"height\":500,\"caption\":\"Robin Bevan: Why Data is the New Oil\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Unlock the power of your data: 6 top data tips for financial planners\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#website\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/\",\"name\":\"Sprint Enterprise Technology\",\"description\":\"Do more with your investment data\",\"publisher\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization\",\"name\":\"Sprint Enterprise Technology\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2024\/03\/LOGO_SPRINT_POS-1.png\",\"contentUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2024\/03\/LOGO_SPRINT_POS-1.png\",\"width\":3000,\"height\":1535,\"caption\":\"Sprint Enterprise Technology\"},\"image\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/sprint_tech_uk\",\"https:\/\/www.linkedin.com\/company\/2948621\/admin\/feed\/posts\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/13b3697edc9a10f02b1fcee7848c27e1\",\"name\":\"Jonathan Jacob\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/8f8d04c9aca554c31252e397c9963f719493626a2165ad4464161ed1a35d53a2?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/8f8d04c9aca554c31252e397c9963f719493626a2165ad4464161ed1a35d53a2?s=96&d=mm&r=g\",\"caption\":\"Jonathan Jacob\"},\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/author\/jj\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"6 Data Tips For Financial Planners | Sprint Enterprise Technology","description":"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/","og_locale":"en_GB","og_type":"article","og_title":"6 Data Tips For Financial Planners | Sprint Enterprise Technology","og_description":"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.","og_url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/","og_site_name":"Sprint Enterprise Technology","article_published_time":"2024-10-30T11:53:01+00:00","article_modified_time":"2025-04-08T15:25:02+00:00","og_image":[{"width":800,"height":500,"url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg","type":"image\/jpeg"}],"author":"Jonathan Jacob","twitter_card":"summary_large_image","twitter_creator":"@sprint_tech_uk","twitter_site":"@sprint_tech_uk","twitter_misc":{"Written by":"Jonathan Jacob","Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#article","isPartOf":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/"},"author":{"name":"Jonathan Jacob","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/13b3697edc9a10f02b1fcee7848c27e1"},"headline":"Unlock the power of your data: 6 top data tips for financial planners","datePublished":"2024-10-30T11:53:01+00:00","dateModified":"2025-04-08T15:25:02+00:00","mainEntityOfPage":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/"},"wordCount":104,"publisher":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization"},"image":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage"},"thumbnailUrl":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg","articleSection":["In the press","Insights","Viewpoint"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/","url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/","name":"6 Data Tips For Financial Planners | Sprint Enterprise Technology","isPartOf":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage"},"image":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage"},"thumbnailUrl":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg","datePublished":"2024-10-30T11:53:01+00:00","dateModified":"2025-04-08T15:25:02+00:00","description":"In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy. Read on.","breadcrumb":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#primaryimage","url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg","contentUrl":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2022\/02\/robin.jpg","width":800,"height":500,"caption":"Robin Bevan: Why Data is the New Oil"},{"@type":"BreadcrumbList","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/unlock-the-power-of-your-data-6-top-data-tips-for-financial-planners\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/"},{"@type":"ListItem","position":2,"name":"Unlock the power of your data: 6 top data tips for financial planners"}]},{"@type":"WebSite","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#website","url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/","name":"Sprint Enterprise Technology","description":"Do more with your investment data","publisher":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization","name":"Sprint Enterprise Technology","url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2024\/03\/LOGO_SPRINT_POS-1.png","contentUrl":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2024\/03\/LOGO_SPRINT_POS-1.png","width":3000,"height":1535,"caption":"Sprint Enterprise Technology"},"image":{"@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/sprint_tech_uk","https:\/\/www.linkedin.com\/company\/2948621\/admin\/feed\/posts\/"]},{"@type":"Person","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/13b3697edc9a10f02b1fcee7848c27e1","name":"Jonathan Jacob","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/8f8d04c9aca554c31252e397c9963f719493626a2165ad4464161ed1a35d53a2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8f8d04c9aca554c31252e397c9963f719493626a2165ad4464161ed1a35d53a2?s=96&d=mm&r=g","caption":"Jonathan Jacob"},"url":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/author\/jj\/"}]}},"_links":{"self":[{"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/posts\/549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/comments?post=549"}],"version-history":[{"count":3,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/posts\/549\/revisions"}],"predecessor-version":[{"id":593,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/posts\/549\/revisions\/593"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/media\/167"}],"wp:attachment":[{"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/media?parent=549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/categories?post=549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-json\/wp\/v2\/tags?post=549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}