AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – CTO Think Tank White Paper on WealthManagement.com
Technology is revolutionizing wealth management. Leading firms are leveraging technology to streamline operations, enhance client experiences, and gain a competitive edge. CTOs are critical in driving technological innovation, ensuring compliance, and leveraging data and AI to make informed decisions.
WealthManagement.com and The Oasis Group formed a strategic partnership in 2023 to create CTO Think Tanks, bringing c-suite executives accountable for their firm’s technology decisions together to create a dialog around the most pressing technology issues in wealth management. Our latest cohort of 15 participants met at the 2024 RIA Edge West Conference in Marina Del Rey, California in October 2024.
Access the white paper below, housing insights from this CTO Think Tank, or click here to learn more and download on WealthManagement.com
