CTO Survival Guide
The Oasis Group founder, John O’Connell, moderated the CTO Survival Guide panel at the 2023 WealthStack conference. Hit play below to learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today. The discussion covers a variety of topics, including:
- Using technology to drive advisor productivity
- Best practices to select technology
- How to ensure a successful technology project
- Cybersecurity risks and how to reduce them
