Posted May 23, 2017 by Saadiah Freeman
Earlier this month, DST hosted our first-ever Broker-Dealer Business Intelligence Roundtable. The event began with a keynote speech from Distribution Solutions President, Steven Miyao, followed by a session in which business intelligence executives from broker-dealer firms shared their experiences and goals around managing data and analytics. In a departure from our typical roundtable format, this was followed by a panel discussion featuring business intelligence leaders from top asset management firms. The opportunity for broker-dealers and asset managers to engage with one another in an open forum made for a lively and productive discussion, which was reflected in one of the major themes: when it comes to industry data, collaboration can benefit both asset managers and broker-dealers.
While a wide range of topics were covered, from strategic matters (like the best ways to optimize financial advisors’ practices using data) to tactical issues (like how to streamline and package data most effectively), here are some key takeaways from the roundtable discussions:
categories: business analytics, distribution strategy, roundtable/events
The views expressed in this publication are solely those of the author and do not necessarily reflect the position or policy of DST Systems, Inc. or its affiliates, subsidiaries, joint ventures, officers, directors, or management.