Today’s CTOs are faced with the tall task of making sure their organizations remain technologically competitive, all while balancing unprecedented pressure to build future-proof systems that deliver immediate value. The technology landscape continues to evolve rapidly, but fortunately, so do strategic approaches to these challenges.
Join us for an insightful webinar unpacking the key findings from the recent CTO Think Tank at Wealth Management Edge. We’ll explore how industry leaders are navigating critical technology decisions and share actionable strategies you can implement at your firm. Our discussion will cover:
Resolving the tension between tech stack consolidation and maintaining advisor optionality
Building the strategic data foundation necessary for future innovation and AI readiness
Separating AI hype from reality: where firms are finding tangible value today
Leveraging client-facing cybersecurity education as a competitive advantage
Developing more effective controls for BYOD policies and content security in a mobile-first world
Don’t miss this opportunity to gain practical insights from wealth management technology leaders and position your firm for success in an increasingly complex digital landscape.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
