If Carlos Garcia, founder of Finhabits, is right, then the financial sector is overlooking a huge opportunity when it comes to U.S. Hispanics. While U.S. banks have shown a growing interest in…
Tag: wealth
5 ways wealth managers can use big data to improve the client experience
By Ashley Whittaker, President, Global Sales at FundCount The data wealth managers rely on for day-to-day client decisions, from market and pricing information to portfolio performance and flows, already requires robust infrastructure…