#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
00:00
Can You Analyze a Consumer's Behaviors?
Our guidance function is primarily a consumer oriented analytic where the consumer links their outside assets. We've got our own massive data store and a whole bunch of data feeds that allow us to then score that client's household level portfolio on a whole set of criteria. And we can effectively point out to them things that they should be concerned about based on what we know.
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