It’s almost impossible to find a company that doesn’t need data but equally challenging to find one that knows how to use it efficiently. Data-driven decision-making has also become critical for the success of wealth management firms. Banks and financial professionals, such as brokers and advisors, require valuable insights to facilitate trading activities and raise capital for their clients.
Along with the fundamentals of financial organizations, customer expectations have also evolved. Today, customers demand more personalized experiences and expect financial institutions to seamlessly provide them with relevant information at the right time. When it comes to wealth, financial institutions and advisors should be as concerned about their client’s financial wellness as they are with managing their assets.
Atria Wealth Solutions, recently named one of Banking CIO Outlook‘s Top Wealth Management Technology Solutions Providers, was founded to help financial professionals and financial institutions deepen and enrich their relationships with clients and members. To that end, the firm places great significance on addressing the data needs and evolving client expectations in the digital landscape economy.