Jump Start Analytics with the Data You Already Have

Wednesday, July 12, 2017

2:00 pm - 3:00 pm ET






What members are asking about data analytics? View Q&A from our recent webinar.


Are you ready for data analytics? Click here for an implementation checklist for asset managers. 


 Jackie Noblett
Senior Reporter, Ignites
 Bradley Moore
Director, Product Development, Albridge Analytics
 Lyndsay Noble
Lead Analytics Consultant, DST Systems, Inc.
 Greg Piaseckyj
Head of Sales, SalesPage Technologies LLC
 Deep Srivastav
Head of Client Strategies and Analytics, Franklin Templeton


Jump Start Analytics with the Data You Already Have -Part 1 from NICSA


Learn from leading financial institutions that are progressing quickly down the path of analytic tools. This webinar will discuss current use cases of analytics within the asset management industry all utilizing data that most firms already have. How can asset managers leverage their current transactional, demographic and marketing data? Find out how data analytics can add value to all levels of financial services organizations.

Asset managers, brokerage firms, and financial services providers will benefit from the following topics:

  • Identifying opportunities, risks, and other insights through data analysis
  • Enhancing communications between business analysts, data analysts, and marketing and sales teams
  • Developing action plans out of analytics, and executing with desired sales goals in mind

CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge and Applications
Program Level: Basic
Delivery Method: Group-Internet Based

Advanced Preparation: None


For more information, please contact Travis Orton at 508.683.1618.

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