3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp

data lakes wealth management

Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as a firm grows – and these categories above merely scratch the surface. Even small firms need storage for hundreds (if not thousands) of documents. Without a system to organize and […]

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