Event

Financial Advisor Portal Solution for Asset & Wealth Management using Tableau

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Join Tableau premier partner, USEReady, for an informative session on “USEReady Financial Advisor (FA) Portal Solution for Asset & Wealth Management Industry using TABLEAU”

The COVID-19 pandemic has caused worrying market volatility, widespread concern and economic hardships for people across the globe. The Wealth and Asset Management industry is no different – financial advisors and wealth managers are struggling to manage client relationships. Institutions are finding it difficult to support remote employees and the requirement 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 to optimize your business in these uncertain times.

In this webinar, we will help you learn how you can integrate COVID-19 data sources with proprietary data sources from asset & wealth management platforms, to build stories in Tableau that can be quickly shared internally as well as with the wealth advisory community at large.

During the session we will cover the following:

  • How global wealth and asset management firms have successfully responded during the pandemic by gaining Actionable Insights – leveraging the USEReady Financial Advisor (FA) Portal Solution 
  • Advisor (FA) Portal solution for Managers and Advisors
  • Client Relationships - Successful Digital Transformation 

About USEReady:

USEReady is an award winning premier Tableau partner since 2011, headquartered in New York, having its presence in Toronto, Canada, Bangalore and Gurugram, India, focused on helping customers succeed with data.  They are the pioneers of industry leading solutions & best practices in BI & Data Analytics, Big Data & Cloud and Salesforce practices.

 

 

About the speaker

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Michael Olson

Go-To-Market Lead, Financial Services at USEReady

Michael brings 15 years of sales and leadership experience in finance and technology to USEReady. He has spent time as a producer in the investment banking, wealth management, commercial banking and mortgage banking industries. He has also been involved with several startups, including one that he founded in the investment banking space where he worked with hyper growth technology companies.
Additionally, Michael helped run the financial services practice at Salesforce, where he worked with target accounts throughout the country on digital transformation strategy and customer experience optimization. Prior to joining USEReady, he lead the sales team for a well-known Salesforce implementation partner.
Michael specializes in bridging the gap between the business and the technology to ensure that the roadmap is well defined and aligns well with the goals and objectives of the business, so that quantitative ROI is both achievable and measurable.