Compliance Data: Getting It Right

Updated: 6 April 2023


When it comes to the future of compliance data, it's all about keeping the data accurate and as real-time as possible. Real-time means better governance, better client management and better workflow in the firm. And ultimately, better advisory.

Panel discussion with... 


  • Their experiences educating clients about the value of accurate and timely data.
  • How to streamline data integrity processes to scale financial advisory for small and medium size businesses.