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. 

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

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