Unlock Your Access to "Winning Data: How To Scale Your Data Team As Your Company Grows" Webinar Recording

This webinar was brought to you in partnership with Xtiva Financial Systems and was aired on October 4th at 2 p.m. EST

More wealth management firms are realizing that leveraging their data assets has the power to help them reach their business goals. This requires building a strong data team that bring experienced, cross-functional skill sets to bear. However, this is no easy task.

Especially in this tight labor market, identifying and hiring the best people for your data and analytics team is imperative. The most well-run companies have been able to develop a competitive edge via their data analytics capabilities that enable business managers to gain unique insights into trends and customer behavior.

The panel was moderated by Craig Iskowitz and featured the following industry leaders:

  1. Jeremiah Renfro, VP of Systems Engineering – Riskalyze

  2. Bob McGill, Executive VP – Docupace

  3. Tom Bradley, Chief Product Officer – YieldX

  4. Jeff Marsden, Chief Product and Strategy Officer – Xtiva Financial Systems

Top 3 Takeaways from the webinar:

  1. Hire people with domain expertise. it’s the best way to reduce time required to consolidate industry specific data sources into a single view. — Bob McGill

  2. Structure your organization so that the data team works closely with the product team to align use of data with product goals. — Tom Bradley

  3. Company size directly affects the mix of data people hired. Smaller firms should look for multi-functional players rather than single focus data scientists. — Jeremiah Renfro

This complimentary online roundtable is open to all those with an interest in the success of financial services firms, financial advisors and especially the customers that rely on their services.

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