When you're the technology leader at a $1 billion wealth management firm, there's a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are the solutions. When it comes to the CTO role, technical and analytical skills are only part of the job. It may be that no skill is as important as agility: the ability to assess your organization's needs at a given moment and change your tools and tactics over time to satisfy advisors and their clients.

Join us for an educational webinar based on research from the spring 2024 CTO think tank, hosted by WealthManagement.com and Oasis Group. We will discuss key themes and findings including:

• Creating a culture that embraces change management
• Cyber ​​security measures for enterprise wealth management firms
• The importance of a data governance strategy
• Where firms are using AI and unlocking the power of data
• Operational efficiency of customer portals

Don't miss this opportunity to stay ahead of the curve in the evolving world of wealth management technology.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

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