[Webinar] Data clarity delivered through LumaSuite


Asset managers are using more third-party data to segment, generate leads, and match products to client and prospect interests. Each third-party source has a unique format and data elements that can change often, this is particularly true with broker dealer data packs. The effort required to consume disparate data from multiple sources has amplified the cost of third-party data, reduced the benefit, and even deterred some asset managers from investing in it. This webinar will introduce a new data standardization service that addresses these challenges; LumaSuite.

Join us, along with On Course Advisors CRM Forum members and guests, for a webinar where we’ll share how LumaSuite standardizes your third-party data for easier consumption by:

  • Processing the third-party data sources that you subscribe to
  • Standardizing them into a single data format
  • Offering the option of securely reconciling those sources with your existing FORPT data
  • Providing a standard set of consistent and reliable files that can be consumed by your enterprise systems, data warehouse or lakes