Take Your Organization to the Next Level with the Power of Data Aggregation

Next-level service builds trust, the easiest and most productive step towards providing holistic financial guidance to your clients is to fully understand their entire financial picture. Learn how their aggregated financial data can be your most valuable tool for providing truly personalized advice at scale, while also identifying opportunities to increase AUM, speed up client onboarding, reduce administrative overhead and more. We all know that aggregating investors’ data can have its pain points including unforeseen broken connections and the ongoing conversations with investors about the benefits of aggregation and overcoming their security concerns. Learn from an industry expert and a successful RIA about how to harness the power of this data, talk to your clients about aggregation, understand inherent data ecosystem challenges, and the strategy to ensure you have reliable access to consistent, high-quality client data to support advisor-client relationships. In this candid conversation, you will learn: - How data can be used to deliver personalized advice, but also deepen trust in the advisor/client relationship. - Keys to speaking frankly with investors about the benefits of aggregation and overcoming security concerns. - The evolution of the financial data ecosystem, including new regulations coming from Consumer Financial Protection Bureau (CFPB), that will affect your access to data. - Ways that Morningstar ByAllAccounts is your trusted partner, ensuring you have consistent access to high-quality aggregated financial data and how they are advocating for the investment industry with policy makers and industry trade groups.