AI, Data, and Security: Inside the CTO Strategy for Elite RIAsAI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Tuesday, December 03, 2024 | 2:00 PM ET
November 6, 2024
Date: Dec 3, 2024
Duration: 1h 1m
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Sponsored by BNY | Pershing and Box
What does it take to architect a future-ready wealth management firm? Unpack the findings from the recent CTO Think Tank held at RIA Edge West where CTOs of billion-dollar+ RIAs discussed technology as a powerful differentiator and shared best practices for addressing today’s complex tech landscape. From data management to AI integration, learn how top firms balance cutting-edge innovation with practical, business-focused solutions.
Key Learnings:
Technology as a Differentiator: Ways to use tech to attract new advisors, clients, and potential acquirers.
Prioritizing Essentials Over Trends: Making wise technology choices that address real business needs.
Data and AI Integration: Effective methods to leverage data quality and AI tools without overcomplicating operations.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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Speakers
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