Live Webinar - Tuesday, November 12 from 1:00 - 1:45 p.m. ET
From Accounts to Insights: Leveraging Data Aggregation for Firm Success
Are you leveraging data aggregation to its full potential?
According to The Kitces Report, advisor adoption of account aggregation is high but ranks low in both value and satisfaction.1 This leaves leaders at financial firms in a precarious spot—knowing the potential value of well-executed aggregation while dealing with negative advisor feedback on their current provider—but it doesn’t have to be that way.
In our webinar, you’ll learn how to:
- Know the difference between account aggregation and more robust data aggregation
- Adopt an approach to data aggregation to enhance decision-making and boost efficiency
- Choose the right data aggregation provider to drive client success, advisor adoption, and firm growth
1The Kitces Report, Volume 1, 2023
Speakers
Chris Mauriello
Senior Financial Planning Practice Management Consultant
eMoney Advisor
Madeleine Schulz
Manager, Group Product Management
eMoney Advisor
Are you leveraging data aggregation to its full potential?
According to The Kitces Report, advisor adoption of account aggregation is high but ranks low in both value and satisfaction.1 This leaves leaders at financial firms in a precarious spot—knowing the potential value of well-executed aggregation while dealing with negative advisor feedback on their current provider—but it doesn’t have to be that way.
In our webinar, you’ll learn how to:
- Know the difference between account aggregation and more robust data aggregation
- Adopt an approach to data aggregation to enhance decision-making and boost efficiency
- Choose the right data aggregation provider to drive client success, advisor adoption, and firm growth
1The Kitces Report, Volume 1, 2023
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