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Farouk Ferchichi is the Global Head of Data and Analytics at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
Doug and Farouk sat down at the Envestnet Advisor Summit and talked about the importance of hyper personalization in service in order to please clients and prospects. They also discuss
- The difference between hyper personalization and personalization
- How to meet people’s ecological and environmental concerns
- How to react to the current speed of technological growth
- What two considerations are most crucial when collecting and using data
- What Envestnet is doing to expand their DNA footprint
Resources: Envestnet