Report: TWM WealthTech Views Report – Data in Wealth Management 2022

The growing importance of data in its many forms for the wealth management sector is clear. Data today touches almost every aspect of a wealth management business whether that be the client, advisor, portfolios, products, services, reporting, prospecting, marketing, benchmarks, regulation, and more.

However, while data has been widely used across the wealth management market for a long time, it would seem that the industry is only now scratching the surface of what data can really do for it and how to make the most of the opportunity to be found in data.

Technology has become more central to the wealth management industry. Its capabilities have become more powerful and this has dovetailed with the opportunities presented by data. Indeed, data and technology now go hand in hand and, when thought of together, are a potentially huge transformative force for the wealth management industry.

We answer the questions, how is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth management if data is more efficiently and effectively utilised?

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