Webinar with ByAllAccounts, part of Morningstar Wealth: Owning Your Data is Easier Than You Think – How to Get from Aspiration to Execution

It’s critical for wealth management firms to own their own data – however, far too many do not. While bringing disparate data sources together is difficult, gaining ownership of your data is easier than you think. You don’t have to build it yourself – but by owning your data, you unlock huge benefits and efficiencies.

Watch this webinar replay where John O’Connell, founder of The Oasis Group, and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution:

– Define what it means to own your data and how to gain ownership
– The challenges of data acquisition and consolidation
– The importance of open architecture and data portability
– What advisors should be looking for within vendor contracts
– How to make the most of your data once you own it
– Cost of ownership vs. long-term value and ROI