Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

WealthTech Today - A podcast by Craig Iskowitz

“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 […]