live Webinar Best Practices

Turning Clean Data into Your Biggest Differentiator: Everything You Need to Know About Data Hygiene and Reconciliation

Wednesday, Sep 20, 2023 at 2:00 PM ET

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To maintain clients’ trust, stay on the right side of compliance and make informed investment decisions, financial advisors rely on clean, accurate, and up-to-date data.

On Wednesday, September 20 at 2 PM ET, Diana Cabrices moderates a can’t-miss panel featuring Marwa Zakharia, CEO of AssetBook, and Chris Kopanski, Senior Product Specialist at Wealthbox, offering a closer look at the process of data reconciliation, along with the dangers of poor data hygiene. Marwa and Chris will discuss how a combination of the right portfolio management and CRM technologies ensures advisors are equipped with clean, accurate data, as well as:

  1. Why portfolio management technology providers must offer data reconciliation as an integral service
  2. How technology is modernizing the process of data reconciliation
  3. The power of clean data to unlock new growth opportunities and stand out against the competition

“We are thrilled to have completed the integration with Wealthbox," said Marwa Zakharia, CEO of AssetBook. "AssetBook strives to provide the best possible service and user experience to our advisor-clients and having an integration with one of the industry's fastest growing CRMs helps us continue to make good on that promise.”

Marwa Zakharia

CEO of AssetBook