Data hygiene for advisers. Attention advisers, it’s time for a cleanse!
Stacey Millard
June 23, 2020
Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.
