BLOGS. September 24, 2024
Three Steps to Kick-Start New Data Implementation
When considering new datasets or onboarding new datasets on advisors, asset managers frequently express concerns along the lines of, “I’m not even sure where to get started.” Uncertainty often comes from two concerns: 1) how the data impacts day-to-day operations and 2) delivering immediate ROI. An implementation plan can alleviate these stresses and doesn’t have to be complicated.
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