While you’re a know-how chief at a $1B+ wealth administration agency, there’s so much that may hold you up at evening. Know-how points are evolving, however fortuitously, so are options. In terms of the function of the CTO, technical and analytical abilities are solely a part of the job. It is likely to be the case that no ability is as vital as agility: the flexibility to evaluate the wants of your group at a specific second, and to alter your instruments and techniques over time to fulfill advisors and their shoppers.
Be part of us for an academic webinar primarily based on analysis from the spring 2024 CTO suppose tank, hosted by WealthManagement.com and the Oasis Group. We’ll focus on the key themes and findings together with:
- Making a tradition that embraces change administration
- Cybersecurity measures for enterprise wealth administration companies
- The significance of a knowledge governance technique
- The place companies are leveraging AI and unlocking the ability of information
- Operational effectivity of shopper portals
Do not miss this chance to remain forward within the evolving world of wealth administration know-how.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
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