Kestra Holdings, a leader in full suite wealth management solutions, knows the importance of clean, reliable data for its rapidly growing network of financial professionals and advisors to deliver top-notch service. With over $117 billion in assets under advisement, $66 billion in assets under management, and 1700 financial professionals, achieving and maintaining the highest levels of data quality is a critical component to their success.
Join Sunaina Raju, Director of Data Governance at Kestra Financial, to learn her approach to creating a data quality program that can keep pace with the company’s growth. Discover how Kestra leverages Databricks Unity Catalog and data observability with Monte Carlo into a strategic advantage, minimizing data mishaps, empowering its advisors and the clients they service—all while keeping data trust at the forefront of their growth.
