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 applied for and are pending approval.
Sponsored by
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
John O'Connell
Founder and Chief Executive Officer
The Oasis Group
Perry Rotella
Managing Director – Financial Services
Box
