Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
When it comes to the financial services industry, data is the new oil. At the recent Wealth/Stack 2019 conference, Advicent COO, Tony Stich, caught up with Medici's Shannon Rosic to discuss how the next decade of disruption will focus on effectively using data to drive great client experiences.
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