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.

In this special episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Michelle Feinstein GM/VP of global financial services solutions and strategy at Salesforce about findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE.

Shannon and Michelle also discuss:

• The importance of a data governance strategy
• Where firms are using AI and unlocking the power of data
• Operational efficiency of customer portals
• Why firms are prioritizing middle office scalability and productivity tools

Connect with Shannon Rosic:

Connect with Michelle Feinstein:

About our guest:

Michelle Feinstein is general manager and vice president, Global Asset and Wealth Management Solutions and Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This digitization process is complex, requiring firms to accelerate plans to leverage data, digitize advisor-client experiences, and modernize service to scale and sustain growth.