CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management – Webinar with WealthManagement.com
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com, ‘CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management. John O’Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion unpack the key findings from the recent CTO Think Tank at the 2025 Wealth Management Edge Conference and explore how industry leaders are navigating critical technology decisions, sharing actionable strategies you can implement at your wealth management firm. The discussion covers:
- Resolving the tension between tech stack consolidation and maintaining advisor optionality
- Building the strategic data foundation necessary for future innovation and AI readiness
- Separating AI hype from reality: where firms are finding tangible value today
- Leveraging client-facing cybersecurity education as a competitive advantage
- Developing more effective controls for BYOD policies and content security in a mobile-first world
Gain practical insights from wealth management technology leaders and position your firm for success in an increasingly complex digital landscape.
