And if they do provide wealth advice, how is it done? What tools do they use? It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent ...
This makes it hard to secure and move data around the organization, or to extract it for broader analysis and to fuel AI.
Even after two decades, eight out of 10 media planners still rely on Microsoft Excel as their default application for campaign management, reporting, and analysis. Surprised? You should be. In an era ...
Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...
Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use? It is very difficult to ...
Canadian telecommunications firm Telus invests billions building out comms infrastructure and services across its home country and beyond. That takes meticulous planning. But, as at many enterprises, ...
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