back-arrow close arrow-down arrow-next arrow-prev download share-alt linkedin twitter facebook
Wealth Dynamix


Events & Awards

Previous Next

PAM and WDX digital forum

Linking in with and following on from our Digital Survey & Forum at the end of last year, we want to look at the important ingredients of the Digital Revolution. These ingredients will help shape our sector over the coming year or two. The title for the Discussion will be Leveraging Big Data to Aid Client Acquisition.  We will aim to explore the use of Big Data as a strategic asset for business development, covering:-

  • Identifying ways to gain a competitive advantage and increase AuM through an effective sales and marketing strategy
  • Discussing the advantages of analysing your existing client base to identify patterns and attributes and applying them to your marketing and digital strategies
  • Examining the use of advanced data analytics and machine learning to reveal insights to aid client acquisition and client retention