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Leading Through Change: Wealth Management - Managing Risk In Times of Uncertainty

The Coronavirus pandemic is causing worrying market volatility, widespread concern and economic hardships for people across the globe. Asset and Wealth Management industry is no different - wealth advisors are struggling to manage client relationships. Institutions have the opposite end of the problem with difficulty of supporting remote employees and need to track their activities for regulatory, compliance and business needs. Tableau can help bridge the gap to insights, helping you understand the risks and the actions to take.

In this webinar, learn how you can integrate COVID-19 data sources and blend in proprietary data sources from wealth management platforms, to build stories in Tableau that can be quickly shared with the wealth advisory community.

During the session we will cover the following:

- Understanding COVID-19 Effects on the Asset and Wealth Management industry
- View on how to tackle business during Pandemic
- Tools for Managers/Advisors
- Tableau leveraging COVID-19 data sources with various business trends

발표자 소개

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Uday Hegde

CEO & Co-Founder @ USEReady

As an entrepreneur and investor with 20 years experience in technology, Uday Hegde believe in building businesses that carry the following values
- Customer Centricity, Community, Continuous Improvement, Integrity and Humility.
USEReady’s mission is to help users succeed with data while solving customer problems, contributing to community and continuing to improve. Our team aim to build a strong learning culture and have fun doing it together. We have harnessed modern Business Intelligence solutions with cutting edge Artificial Intelligence (AI) platforms to unlock the power of data.

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Arun Prabhakara

Business Intelligence Practice Head @ USEReady

Arun Prabhakara is currently working as SVP- Enterprise Sales at USEReady. As SVP- Enterprise Sales, Arun is responsible to Manage the Enterprise Customers of USEReady comprising of Big Banks and Insurance Companies. Responsibilities include Evangelizing Self Service BI, Business Development and Client relationship.
Prior to this Arun was working as Head –Work Force Management(WMG) at Wipro technologies, heading the WMG for Analytics group for Wipro Technologies,North America,operating out of New jersey. He was instrumental in setting up the WMG Practice of Wipro Technologies for the North America's.

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MP4

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