Unlock Your Access to the Journey towards data-Driven wealth Management webinar

To access the strength of your organization’s data strategy, get your complimentary Data-as-an-Asset Readiness scorecard here by taking our 3-minute assessment here


  • Moderator – Craig Iskowitz, CEO and Founder, Ezra Group
  • Julia Carreon – Former Head of Digital Wealth, Wells Fargo
  • Mark Pinto – President, Harbourfront Wealth Management
  • Jeff Marsden – Chief Product Officer, Xtiva Financial Systems
  • Damon Gladman – Head of Product, Skience


Why: Learn best practices around optimizing your enterprise data strategy:

  • Developing a common data vision across the organization
  • Conducting an assessment of your data architecture
  • Driving straight through processing and building a tactical data organization plan
  • Tips for designing standards around data aggregation, patterns, and actions

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