Quovo’s Putnam: The hottest trends in data aggregation
The advice industry has realized having more client data can deepen relationships, says Quovo CEO Lowell Putnam. Meanwhile, the degree to which technology is used to improve data aggregation has increased.
The advice industry has realized having more client data can deepen relationships, says Quovo CEO Lowell Putnam. Meanwhile, the degree to which technology is used to improve data aggregation has increased.
