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Adapting to Technological Change: A CTO’s Perspective

As a CTO in a large wealth management firm, navigating technology challenges is a constant. The good news is that solutions are evolving. But beyond technical skills, agility is crucial. CTOs must adapt quickly to changing needs and find the right tools to satisfy advisors and clients.

This brief explores research from the spring 2024 CTO Think Tank, hosted by WealthManagement.com and The Oasis Group. The key findings include:

Why technology is the change agent
How firms are implementing robust cybersecurity measures
Generative AI is a powerful tool, but also poses new security risks
Data governance strategy ensures data quality and compliance
Invest in training and change management

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