Data Governance, Aggregation, and Security: Best Practices and How They Affect Your Clients - a 2-part series
Webinar #1 – A Culture of Data Governance: Set the Standard in Your Organization
Recent industry changes continue to have a profound impact on use and redistribution of client data. In this session we'll look at the cultural changes eMoney has made to set the industry standard in data governance and what you can do to implement a culture of data governance in your organization.
*Available On-Demand. Register below and we'll send you the recording.
Webinar #2 – All About APIs (1 CFP® CE Credit)
Date & Time: Thursday, May 14 at 2:00 p.m. ET
Learn how Application Program Interfaces (APIs) impact the financial planning process and how they enhance the advisor-client relationship. This session will explain what an API is, and how they are utilized for data aggregation and data sharing purposes across financial planning technologies. In addition, we will address various challenges facing APIs, potential client, advisor, and industry solutions, finally concluding with specific ways that APIs are leveraged by eMoney to provide efficiencies and a better overall user experience.