Ep389: How WealthTech and wealth management solutions need to be more data driven

Alessandro Tonchia, Head of Strategy, Private Banking & Wealth, InvestCloud Wealth management firms are not yet using the knowledge they have to boost client interaction. Too much of what they know resides in the heads of wealth managers, private bankers and relationship managers rather than in a database the firm itself can leverage. Robin Amlôt of IBS Intelligence speaks to Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, which specialises in SaaS and B...