Tuesday, December 10, 2024

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AI, Information, and Safety: Contained in the CTO Technique for Elite RIAs


What does it take to architect a future-ready wealth administration agency? Unpack the findings from the current CTO Assume Tank held at RIA Edge West the place CTOs of billion-dollar+ RIAs mentioned know-how as a strong differentiator and shared finest practices for addressing in the present day’s complicated tech panorama. From knowledge administration to AI integration, learn the way high corporations steadiness cutting-edge innovation with sensible, business-focused options.

Key Learnings:

  • Expertise as a Differentiator: Methods to make use of tech to draw new advisors, shoppers, and potential acquirers.
  • Prioritizing Necessities Over Traits: Making clever know-how decisions that deal with actual enterprise wants.
  • Information and AI Integration: Efficient strategies to leverage knowledge high quality and AI instruments with out overcomplicating operations.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

 

 

In partnership with

 

 

 

Shannon Rosic – Moderator

Director of WealthStack Content material & Options

WealthManagement.com

John O’Connell

Founder and Chief Govt Officer

The Oasis Group

Perry Rotella

Managing Director – Monetary Providers

Field

 

 

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