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Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs – Webinar with WealthManagement.com

12Jul

Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs – Webinar with WealthManagement.com

By Webinar ,

Watch the replay of this educational webinar hosted by WealthManagement.com and The Oasis Group, originally held July 22nd, 2024, as John O’Connell, Shannon Rosic of WealthManagement.com, Michelle Feinstein of Salesforce, and Perry Rotella of Box discuss the major themes and findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference, including:

  • Creating a culture that embraces change management
  • Cybersecurity measures for enterprise wealth management firms
  • The importance of a data governance strategy
  • Where firms are leveraging AI and unlocking the power of data
  • Operational efficiency of client portals
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