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In my third and final post around how financial institutions can use a configurable data management platform to deploy data-driven applications to understand complex relationships and identify new opportunities, I’m turning the spotlight on wealth management.
Wealth managers can also benefit from data-driven applications to build detailed client profiles, model complex client-to-client and advisor relationships. Their focus would be to assess client lifetime value, increase client loyalty, augment share of wallet, and grow assets under management. Such a data-driven application would allow them to:
Build flexible client profiles to manage issuers, investors and syndication groups and track product, industry, region, and investment preferences
Data-driven applications have the potential to transform how enterprises in all industries can better serve their customers and uncover new opportunities. The examples I cited in my three posts about financial services are examples of the same capabilities being applied to different use cases through simple configuration. @Reltio our belief is that we can apply data-driven applications to solve the most complex and challenging business problems.