CE Webinar Credits! Learn about enhancing client retention, cybersecurity in 2024, digital automation, and AI-driven decision making in wealth management.
| | | The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side |
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| | DATE:
Tuesday
January 30, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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The role of the CTO is evolving rapidly. As RIAs continue to digitally redefine themselves post-pandemic, we’re seeing technology strategy become intertwined with business strategy, and the ascent of the CTO is radically influencing a stronger sense of responsibility around technology decisions, the speed of innovation, and discovery of new solutions.
Join us for an educational webinar based on research from live CTO think tanks hosted by WealthManagement.com and the Oasis Group. We’ll discuss the major themes and findings including, but not limited to:
How to increase client retention with technology Why cybersecurity is a top priority for 2024 Why advisors are demanding more from digital workflow automation How firms are harnessing the power of data to make better business decisions Where firms are investing in AI |
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Don't miss this opportunity to stay ahead in the evolving world of wealth management technology. | 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 & Solutions WealthManagement.com |
| | | Michelle Feinstein GM/VP Global Financial Services Solutions & Strategy Salesforce |
| | | Rusty Sommer Managing Director - Strategic Partnerships Flyer Financial Technologies |
| | | John O'Connell Founder and Chief Executive Officer The Oasis Group |
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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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