Earn CE Webinar Credits | Top CTO insights on tech evolution in wealth management.
| | | Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs |
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| | TIME:
2:00 PM ET
11:00 PM PT |
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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 |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | 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 |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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