Please check out our latest vlog: Impact of the Recent Change to All Insurance Regulations
Vlog: Should an accounting firm develop a wealth management income stream?
Please check out our latest vlog: Should an accounting firm develop a wealth management income stream?
Consumer Intelligence: How Financial Advisers Can Use Data to Stay Ahead of the Pack
The most important predictor of revenue growth and profitability, now and into the future, will be customer intelligence, says a recent PwC report, Financial Services technology: 2020 and Beyond. This intelligence forms part of data which is now all around us – from computers to smart devices to cars to coffee machines, we’re hyperconnected and leaving a detailed data trail …