The Single Source of Truth – January Forum Recap

This month we discussed ‘The Single source of truth – taking a look at why some advice firms are turning to data warehousing to manage their data’; specifically covering:

  • Why are some firms turning away from their back-office provider as being the primary data source and moving towards a data warehousing model?
  • What does it take to implement a data warehouse?
  • What does a data warehouse solution allow advice firms to do that a traditional back-office vendor cannot? Are there any limitations?
  • Is this something only larger firms can benefit from or, can smaller firms follow suit?

Our panel of experts included:

  • Miles Newey, IWP Plc, Head of Business Intelligence

Pre-session polls

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