Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships
The best client relationships in wealth management aren’t built on portfolio performance alone—they’re built on deep understanding. Advisors who consistently win and retain clients demonstrate an intuitive grasp of their clients’ lives, values, and priorities that goes far beyond the balance sheet.
The challenge? That level of insight traditionally took decades to develop. Until now.
Data intelligence platforms have evolved into tools that help advisors truly understand their clients, anticipate needs, and deliver personalized advice at precisely the right moment. This isn’t about automation replacing judgment – it’s about equipping advisors with the context they need to engage more effectively and build trust faster.
Join John O’Connell of The Oasis Group alongside Dan Cavanaugh and Erika Maynard of Aidentified for a practical discussion on how data intelligence is transforming the advisor-client relationship – taking place Wednesday, January 21st at 1pm ET.
What You’ll Learn
- How data correlation builds comprehensive client profiles that reveal interests, lifestyle shifts, and values—strengthening relationships and deepening trust
- Practical ways to identify life events and planning opportunities within your existing book of business using data signals
- Why understanding client preferences and personal milestones matters as much as understanding portfolios
- How technology helps advisors accelerate expertise and deliver more intuitive guidance
- What’s coming next in data-driven advisory and how leading firms are preparing
Who Should Attend: This webinar is for financial advisors at any career stage—experienced professionals seeking to deepen client relationships through better intelligence, or newer advisors looking to accelerate their client understanding. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.
The advisor-client relationship is evolving. Will you keep pace? Advisors who master data intelligence will differentiate through deeper client understanding and more relevant advice. Those that ignore it will watch clients migrate toward advisors who demonstrate an intuitive grasp of their lives and priorities.
The question isn’t whether data intelligence will reshape wealth management – it’s whether you’ll be ahead of the curve or behind it.
