Today’s advisory business remains highly competitive and challenging, as the regulatory burden, external market shocks and client expectations – fueled by available technology – are all significantly increasing. To keep up with these changing factors we see it as a strategic imperative to introduce and leverage data analytics techniques and processes to retain and win advisory clients.

In this whitepaper we want to share our experiences and views on data driven advisory – an approach to implement and utilize big data and artificial intelligence tools to support and improve the advisory process.