AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – Webinar with WealthManagement.com
Watch this webinar recording co-hosted by WealthManagement.com and The Oasis Group, as John O’Connell, Shannon Rosic of WealthManagement.com, Ainslie Simmonds of BNY Pershing, and Perry Rotella of Box discuss the major themes and findings from the CTO Think Tank held at the 2024 RIA Edge West Conference, including:
- Technology as a Differentiator: Ways to use tech to attract new advisors, clients, and potential acquirers.
- Prioritizing Essentials Over Trends: Making wise technology choices that address real business needs.
- Data and AI Integration: Effective methods to leverage data quality and AI tools without overcomplicating operations.
