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
About the speakers
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