Helping Asian Wealth Management Communities interact

Connecting customer data to market data – what does this mean? - Patrick Donaldson

Patrick Donaldson of Refinitiv

Mar 19, 2019

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1. Connecting customer data to market data – what does this mean?

Video transcript

1. Connecting customer data to market data – what does this mean?

One of the biggest opportunities that wealth managers have is to bring relevant, actionable insights to their end investors. And they're able to do that because they've got, within their technology systems, within their databases, they've got information about their clients that nobody else has. That might be information about their aims, objectives, risk profile, investment preferences and so on. But also, some of their behaviour. What investments they like, what investments they don't like. Connecting that information to underlying market data and analytics, creates a huge opportunity with the help of technology, to deliver relevant, actionable insights to those clients through digital online channels. Not replacing the relationship manager, but really helping the relationship manager and delivering much higher levels of productivity.