When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that no skill is as important as agility: the ability to assess the needs of your organization at a particular moment, and to change your tools and tactics over time to satisfy advisors and their clients.
In this special episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Michelle Feinstein GM/VP of global financial services solutions and strategy at Salesforce, about the findings from the 2024 CTO Think Tank that was hosted at Wealth Management EDGE.
Shannon and Michelle also discuss:
- The importance of a data governance strategy
- Where firms are leveraging AI and unlocking the power of data
- Operational efficiency of client portals
- Why firms are prioritizing middle office scalability and productivity tools
Connect with Shannon Rosic:
Connect with Michelle Feinstein:
About Our Guest:
Michelle Feinstein is general manager and vice president, Global Wealth & Asset Management Solutions & Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex, it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.