WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
1 seconds Posted Feb 15, 2022 at 10:22 pm.
0:00
0:01
Download MP3
Show notes
“I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […]