Insights from Ainslie Simmonds and Perry Rotella | Earn CE Credit
| | | AI, Data, and Security: Inside the CTO Strategy for Elite RIAs |
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| | DATE:
Tuesday
December 3, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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What does it take to architect a future-ready wealth management firm? Join our webinar as BNY Pershing President and Head Of Global Strategy, Ainslie Simmonds, and Box Managing Director Perry Rotella unpack the findings from the recent CTO Think Tank held at RIA Edge West, where CTOs of billion-dollar+ RIAs discussed technology as a powerful differentiator and shared best practices for addressing today’s complex tech landscape. From data management to AI integration, learn how top firms balance cutting-edge innovation with practical, business-focused solutions.
Key Learnings:
Technology as a Differentiator: Ways to use tech to attract new advisors, clients, and potential acquirers Prioritizing Essentials Over Trends: Making wise technology choices that address real business needs Data and AI Integration: Effective methods to leverage data quality and AI tools without overcomplicating operations
Hope to see you there!! Marina @ WealthManagement.com |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | Ainslie Simmonds Head of Global Strategy, BNY Pershing President, BNY Pershing X |
| | | Perry Rotella Managing Director – Financial Services Box |
| | | John O'Connell Founder and Chief Executive Officer The Oasis Group |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManage-ment.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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