[webinar] Navigate the tide: Master the flow of your client data

EVENT DESCRIPTION

Finding the balance between data stewardship and viewpoint

The client data platform (CDP) was established as the foundation for a strong data strategy in the first webinar (Data—are you riding the crest or drowning?) in this three-part series. After data is consolidated into a single CDP, a strategy for handling data stewardship and finding balance between competing internal and industry views can be established. Join us for the second webinar that we’ll present to On Course Advisors CRM Forum members and guests, from 12:00 – 1:00 PM ET on Wednesday, December 19th, 2018. We’ll dive into the details on how to: 

  • Master the flow of data, establish data firewalls and find the right mix of systematic handling and manual review
  • Combine your specific view of the market with industry sources to align with your distribution vision
  • Strike the balance between too much and too little when providing actionable data