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.
Join us for an educational webinar based on research from the spring 2024 CTO Think Tank, hosted by WealthManagement.com and The Oasis Group. We’ll discuss the major themes and findings including:
- Creating a culture that embraces change management
- Cybersecurity measures for enterprise wealth management firms
- The importance of a data governance strategy
- Where firms are leveraging AI and unlocking the power of data
- Operational efficiency of client portals
Don't miss this opportunity to stay ahead in the evolving world of wealth management technology.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by
Sponsored by
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
Michelle Feinstein
GM/VP Global Financial Services Solutions & Strategy
Salesforce
Perry Rotella
Managing Director – Financial Services
Box
John O'Connell
Founder and CEO
The Oasis Group