On-Demand Webinar

Leading Through Change: Wealth Management - Managing Risk In Times of Uncertainty

The Coronavirus pandemic is causing worrying market volatility, widespread concern and economic hardships for people across the globe. Asset and Wealth Management industry is no different - wealth advisors are struggling to manage client relationships. Institutions have the opposite end of the problem with difficulty of supporting remote employees and need to track their activities for regulatory, compliance and business needs. Tableau can help bridge the gap to insights, helping you understand the risks and the actions to take.

In this webinar, learn how you can integrate COVID-19 data sources and blend in proprietary data sources from wealth management platforms, to build stories in Tableau that can be quickly shared with the wealth advisory community.

During the session we will cover the following:

- Understanding COVID-19 Effects on the Asset and Wealth Management industry
- View on how to tackle business during Pandemic
- Tools for Managers/Advisors
- Tableau leveraging COVID-19 data sources with various business trends

About the speakers

image

Uday Hegde

CEO & Co-Founder @ USEReady

As an entrepreneur and investor with 20 years experience in technology, Uday Hegde believe in building businesses that carry the following values
- Customer Centricity, Community, Continuous Improvement, Integrity and Humility.
USEReady’s mission is to help users succeed with ...

Read more
image

Arun Prabhakara

Business Intelligence Practice Head @ USEReady

Arun Prabhakara is currently working as SVP- Enterprise Sales at USEReady. As SVP- Enterprise Sales, Arun is responsible to Manage the Enterprise Customers of USEReady comprising of Big Banks and Insurance Companies. Responsibilities include Evangelizing Self Service BI, Business ...

Read more

Almost there!

It only takes 15 seconds to fill out. If you're already registered, sign in.
Address
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      Video Download Links

      MP4

      Right click to save the file