Making more of data to drive a better client experience

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Patrick Donaldson, Head of market development, Wealth Management, APAC, Thomson Reuters, talks about the challenges wealth management firms face while dealing with their data and what they can do with it to enhance the client experience.

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1. What is the data that wealth management firms have which could be valuable?

2. Do you think that wealth management firms do not make the most of their legacy data?

3. So what's the problem?

4. Thomson Reuters and Hubbis recently conducted a survey around data in Asian wealth management. What were some of the key findings?

5. What do Asian-based wealth management firms need to do to evolve this opportunity?

Video transcript

1. What is the data that wealth management firms have which could be valuable?

2. Do you think that wealth management firms do not make the most of their legacy data?

3. So what's the problem?

4. Thomson Reuters and Hubbis recently conducted a survey around data in Asian wealth management. What were some of the key findings?

5. What do Asian-based wealth management firms need to do to evolve this opportunity?

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