Adapting to Technological Change: A CTO’s Perspective – CTO Think Tank White Paper on WealthManagement.com
Wealth management technology leaders often lack traditional chief technology officer titles and deep technical backgrounds, yet they are pivotal in creating their firms’ technology roadmaps. These leaders select, implement, and integrate technologies to enhance advisor productivity and client experience. WealthManagement.com and The Oasis Group formed a partnership in 2023 to create CTO Think Tanks, where c-suite executives from firms with over $1 billion in assets collaborate on technology initiatives. The Think Tanks focus on various technology trends, cybersecurity, data governance, AI integration, and operational efficiencies, aiming to stay ahead in the competitive financial advisory landscape.
Access the white paper below, housing insights from the CTO Think Tank at the 2024 Wealth Management EDGE Conference, or click here to learn more and download on WealthManagement.com.
