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Caite Stevens, CIP, CPC


Data Dashboards: Use Business Intelligence to Improve

By Blog
My job, as well as the business intelligence I use every day, are about collecting and sharing meaningful information with the leaders managing Wealthspire Advisors and the advisors who serve our clients. With the advent of big data, more meaningful information is available than ever before. In the past, we maintained massive spreadsheets to track multiple datapoints, manually updating row after row of numbers. We were lucky if we were able to share that data monthly, let alone weekly. Today the data we track is automated with crawlers pulling information from multiple sources to update dashboard reports we look at…
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