Navigating Wealth Management Amidst COVID-19

Seizing Opportunities in Financial Strategies

Wealth Preservation in the Midst of Uncertainty

Wealth Management Strategies Amidst COVID-19

Exploring Opportunities in Financial Planning

Navigating Wealth Preservation during Uncertain Times

Strategies for Wealth Management Amidst COVID-19

Financial Opportunities in Challenging Times

Navigating Wealth Preservation in Uncertain Environments

The coronavirus (COVID – 19) pandemic is causing worrying market volatility, widespread concern and economic hardships for people across the globe. It’s clear: We must readjust our approach and better equip ourselves if we’re going to overcome the extreme disruption in front of us.

The Asset and Wealth Management industry is no different. Today, wealth advisors are struggling to manage client relationships. Institutions face difficulty when it comes to supporting remote employees and tracking their activities for regulatory, compliance, and business needs.

Join us for this webinar to learn how you can use Tableau to:

· Understand the impact of COVID-19 on the Asset and Wealth Management industry
· Integrate COVID-19 data sources and proprietary data sources for the wealth advisory community
· Visually analyze your data to gain insights about your markets, customers and businesses in an actionable way