How do you infuse data into your day-to-day business? In a recent webinar, The Data Age—How data can drive decisions at all levels of an organization, Alastair Hewitt, Director, CORE-Sightline and Lyndsay Noble, Director, Data Science explored what goes into creating a “Golden Data Set,” and how organizations can use that information in a strategic way.

To deliver an optimal experience today, organizations have to navigate an increasingly complex world of blended technologies and security risks, rapidly-changing consumer demands and an expanding universe of data.

How? Digital transformation.

At our recent Distribution Strategy roundtable, Distribution leaders had differing opinions on where their focus would be in the next 3-5 years: some plan changes to product offerings, others want to improve their technology acumen, and others plan to change their approach to customers. 

One thing was clear from RIA executives: the plans set in or before 2017 will continue into 2018 with a deeper and more precise focus on reframing distribution models by focusing on the upfront value, looking at segments advisors they hadn’t previously approached, and putting a concerted effort on building trust.