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The critical business metric by which wealth firms and their advisors are measured, is undoubtedly, Assets Under Management (AUM). Advisors can drive AUM by building stronger relationships with their clients. However, most firms cannot truly encapsulate all the variables that help them understand “how to optimize that advisor/client relationship.”

You probably already have the data you need. But how do you unlock its full value?

Learn how the powerful combination of Teradata with TIBCO Spotfire’s advanced analytics provides you the means to:

  • Understand the true value advisors bring to your firm and identify the highest performers.
  • Empower advisors with the right tools and information to drive success while keeping turnover in check. 
  • Identify what products are most profitable and effective for growing client relationships.
  • Increase wallet share and improve overall satisfaction. 


Join us for this on demand webcast recorded on April 16 to understand how you can quickly cut through your data silos and extract meaningful answers to long-standing questions, so you are optimizing your advisor-client relationship to greater profitability.



On Demand Webcast: Optimize Your Advisor-Client Relationships. Build Greater Wealth  

Event Recorded Date:
Wednesday, April 16

Presented By:
Sean O'Dowd, Global Director, Capital Markets, Teradata 
Jagrata Minardi, TIBCO Spotfire, Solutions Consultant

Questions? Please Contact Us


Register Now for our On Demand Webcast: Optimize Your Advisor-Client Relationships. Build Greater Wealth


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