With clients looking for more personalization in their digital banking experiences, wealth management firms are increasingly seeing the value of open data access to supplement their advisory solutions.
Wealth management firms are engaging with data aggregators as vital service providers that facilitate the movement of permissioned data between financial institutions, advisors, and investors to provide the critical data necessary to maximize positive client outcomes and operational efficiencies.
In this webinar, find out from a panel of open banking experts:
- How the current state of open banking in the US is rapidly evolving
- Why open banking is so significant for advisors and investors
- How high-quality data makes a difference in powering investment solutions
- What to look for when partnering with a wealth data experts
