The good news—wealth management firms have moved to asset management fees and away from transaction revenues—better aligning their services with client needs. The bad news—revenue tied to assets will be challenging in bear markets and the new Covid-19 world.
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InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization and customer analytics capabilities .