Executive Perspectives: Wealth Management

Hear executive perspectives from wealth management leaders on their current challenges, the trends shaping the financial services industry, and what they value about their partnership with Datos Insights.

RBC Wealth
Greg Beltzer, Head of Technology, US Wealth

“Datos helps us with a couple of different items. Number one, the research helps us understand trends on industry topics like advisor compensation – that’s always valuable, always a must read. And second when we make platform decisions; if we’re looking into a technology area or I’m planning a new product, I’m going to want to have a conversation, see if Datos’ shortlist matches my shortlist and why or why not.”

Broadridge
RP Sandilya, SVP, Chief Growth Officer

“Historically, it’s been about not just the access to Datos analysts, but also the research papers and the insights that we derive from them. I believe Datos analysts have always been there for us in terms of very pointed insights, backing all of their opinions with data, and always being super well-prepared for all of the communication that we have had over the years. “

CapGemini
Nilesh Vaidya, Global Head of Wealth Management and Retail Banking

“Datos excels at really bringing forward innovative ideas. We’ve also seen that Datos is equipped to help with specific client-related issues with its broad industry perspective. Whenever our firm has worked with Datos in that capacity, they have brought in a breadth of market knowledge when we had to look into a particular topic. The Datos team brings great experience, coupled alongside people on the ground in multiple markets, and whenever our teams have worked together, it has delivered great results.”

Citizens Securities
James Viceconte, Head of Investment Product

“Our experience with Datos has been great because we’ve been able to come to the team with pretty much any question—whether it was digital platforms, we’ve talked about ESG, we’ve talked about advisor practice issues and topics— I can’t think of something we’ve come to the team with that they haven’t had a deep bench of knowledge.“

“[Datos Insights] has been a key to any analysis on our industry and products/services. One of the best things about dealing with [Datos Insights] is that they make themselves available to discuss issues/topics.”
Myles Kis
Head, Strategic Opportunities, CWM Business Initiatives, RBC

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