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Webinars

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 your client experience and how you can leverage data to grow you firm and retain more clients.

Featuring:

  • Craig Iskowitz – CEO of Ezra Group Consulting
  • Sarah Rasmuss  – Chief Product Officer, Circle Black
  • Julie Littlechild – Founder and CEO, Absolute Engagement
  • Penny Phillips – Cofounder & President, Journey Strategic Wealth
  • Heather Holmes – Founder & CEO, Genivity

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