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The transformative power of data

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Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.

Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.

The pair discuss:

  • How data-driven insights have revolutionised investment strategies and platform choices.
  • The opportunities and potential pitfalls of integrating AI into financial advice.
  • The risks and challenges of navigating a complex data landscape.
  continue reading

268 episoade

Artwork

The transformative power of data

The ifa Show

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iconDistribuie
 
Manage episode 420920346 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.

Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.

The pair discuss:

  • How data-driven insights have revolutionised investment strategies and platform choices.
  • The opportunities and potential pitfalls of integrating AI into financial advice.
  • The risks and challenges of navigating a complex data landscape.
  continue reading

268 episoade

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