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The growing hoard of wealth invested with robo-advisor platforms is forcing advisors to change how they operate.
Steve Scruton, President of Broadridge Advisor Solutions, gives insight on how to leverage the plethora of data in existence to reveal the exact data Wealth Advisors require to significantly expand client bases.
In an article published on "Business Insider", Steve draws upon Artificial Intelligence, and market segmentation & sub-segmentation, methods that have already been used to great effect by the credit card industry, as ways to locate the data desired.
For more information, please contact us.