CE Webinar Credits! Learn about enhancing client retention, cybersecurity in 2024, digital automation, and AI-driven decision making in wealth management.
The role of the CTO is evolving rapidly. As RIAs continue to digitally redefine themselves post-pandemic, we’re seeing technology strategy become intertwined with business strategy, and the ascent of the CTO is radically influencing a stronger sense of responsibility around technology decisions, the speed of innovation, and discovery of new solutions.
Join us for an educational webinar based on research from live CTO think tanks hosted by WealthManagement.com and the Oasis Group. We’ll discuss the major themes and findings including, but not limited to:
How to increase client retention with technology
Why cybersecurity is a top priority for 2024
Why advisors are demanding more from digital workflow automation
How firms are harnessing the power of data to make better business decisions
GM/VP Global Financial Services Solutions & Strategy
Salesforce
Rusty Sommer
Managing Director - Strategic Partnerships
Flyer Financial Technologies
John O'Connell
Founder and Chief Executive Officer
The Oasis Group
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