Earn CE Credit | Position your firm for success in an increasingly complex digital landscape
| | | Inside the Minds of Top CTOs: Strategies for Smarter Tech Decisions |
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| | DATE:
Thursday
July 24, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Hi VOORNAAM,
Today's CTOs are faced with the tall task of making sure their organizations remain technologically competitive, all while balancing unprecedented pressure to build future-proof systems that deliver immediate value. The technology landscape continues to evolve rapidly, but fortunately, so do strategic approaches to these challenges.
Join us for an insightful webinar unpacking the key findings from the recent CTO Think Tank at Wealth Management Edge. We'll explore how industry leaders are navigating critical technology decisions and share actionable strategies you can implement at your firm.
Our discussion will cover:
Resolving the tension between tech stack consolidation and maintaining advisor optionality Building the strategic data foundation necessary for future innovation and AI readiness Separating AI hype from reality: where firms are finding tangible value today Leveraging client-facing cybersecurity education as a competitive advantage Developing more effective controls for BYOD policies and content security in a mobile-first world
Don't miss this opportunity to gain practical insights from wealth management technology leaders and position your firm for success in an increasingly complex digital landscape. |
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| Hope to see you there!! Kate @ Wealth Management |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | | |
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| | Shannon Rosic - Moderator Director of WealthStack Content and Solutions Informa Connect
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| | John O'Connell Founder and Chief Executive Officer The Oasis Group
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| | Perry Rotella Managing Director, Financial Services Box
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| | Adam Palmer Vice President, Strategic Product Development Orion Advisor Technology
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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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