Susan Glover Insight & Advice

You Need to Focus More on What, How, and Why

Ditch the popular jargon for these productive words

Upgrading Technology Should Mean Improving Clients’ Experience

Changing technology isn’t the endgame

Get Your Data House in Order

Big data doesn’t often translate to quality data. Here’s how to make sure it does.

Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”

Join us on Wednesday, 12/4 in Los Angeles

Speaking at SS&C Deliver “Looking Beyond the BI and AI Hype”

Join us on Wednesday, 9/18 in Orlando


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