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Featured Speakers:
Shannon Rosic - Moderator, Director of WealthStack Content & Solutions, WealthManagement.com John O'Connell, Founder and Chief Executive Officer, The Oasis Group Rusty Sommer, Managing Director - Strategic Partnerships, Flyer Financial Technologies Michelle Feinstein, GM/VP, Global Financial Services Solutions & Strategy, Salesforce
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 byWealthManagement.comand 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
Don't miss this opportunity to stay ahead in the evolving world of wealth management technology.
