CDI goes beyond collecting data, focusing on accuracy, governance and real-time access that modern CX depends on.
Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...
Data aggregation is table stakes – but not all data aggregation is created equal. As the data intermediary between banks, fintechs, wealth management platforms, custodians, and consumers, we ...
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