The Journey Towards Data-Driven Wealth Management Webinar
Unlock Your Access to the Journey towards data-Driven wealth Management webinar Who: 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 […]
The Future of Enterprise WealthTech Webinar
Unlock Your Access to the Future of Enterprise Wealthtech Webinar Enterprise wealth management firms are under intense pressure from the COVID-19 crisis and have to deal with issues much different from RIAs and others. How are they reacting and how are the vendors who provide their core technology platforms supporting them? What are the trends, […]
The Last Mile: Data Powered Wealth Management CX
The Last Mile: Data Powered Wealth Management CX This webinar featured a panel of industry experts who shared stories and perspectives to shape how you think about and manage data as a key component of your client experience. After watching this webinar, you’ll have a deeper understanding of how data can shape the quantity of […]
Tower of Babel
The Tower of Babel: Tips on Consolidating Wealth Management Data From Multiple Sources Imagine what would be possible if you were able to leverage all the richness of your company’s data. Disparate data is often the richest data, but it is often hidden in different places. It speaks different languages. It describes things differently. Yet […]
Moneyball For AI
Moneyball for AI:How Wealth Management Firms Can Get The Most Bang for Their AI Bucks This insightful webinar introduces “Moneyball” principles to help wealth management firms maximize their investment in artificial intelligence technologies. Learn how data analytics can uncover hidden opportunities in portfolio construction, risk assessment, client segmentation, and personalized financial advice. Discover practical strategies […]
The Engines Powering Data-Driven Wealth Webinar
This webinar was a thought-provoking session as we discussed how innovators are bringing new ideas, tools and services to Wealth Managers and Financial Service forms, enabling them to unlock the value of their data assets. In our first Data-as-an-Asset Roundtable, we explored how financial services firms can enhance their marketing advantage by leveraging underutilized data […]
Winning Data Teams: Scope, Focus and Keys to Success
Winning Data Teams: Scope, Focus and Keys to Success 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 […]
From Data to Dollars
How AI Transforms wealth management How Can AI Transform Wealth Management? Discover how AI and Machine Learning are transforming the world of wealth management in our upcoming webinar. Learn how to leverage these technologies to enhance investment decision-making, optimize portfolio strategies, and deliver personalized services to clients. Register now to gain valuable insights and […]
