Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
John O'Connell2025-05-05T20:28:15+00:00In this insightful webinar replay featuring John O’Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today. The two experts revealed practical approaches for implementing machine learning solutions that deliver measurable business results, plus cover:
• The fundamentals of data lakes: how to construct and how to leverage machine learning on a data lake
• Why data lakes are revolutionizing financial analytics
• Why traditional structured data warehouses limit your analytical potential
• Practical applications of machine learning to predict client behavior and reduce churn
• Techniques for identifying patterns in your most successful (and unsuccessful) client relationships
• Principles in promoting insights gained from machine learning to conversational AI
• Strategies for maintaining ownership and control of your firm’s most valuable asset: data
Financial advisors, wealth management executives, and technology and operations leaders looking to harness the power of their existing data to drive growth and client retention will find this webinar replay invaluable.