Thrivos founder Penny Phillips was recently featured in the “Finding the Cure for Fragmented Data in Legacy Wealth Management Systems” webinar hosted by The Ezra Group.
Penny gave advice for how to deal with legacy systems and integrations, how to collect the right data, and how to drive sales and marketing efforts with the combination of demographic and psychographic data.
“Financial Advisors in the broker-dealer channel have to deal with legacy systems that still code clients by product or service and suffer from fragmented data — how are they supposed to provide holistic advice?”