Webinar Recording

the journey towards data-driven wealth management

Webinar Summary

To assess the strength of your organization’s data strategy, get your complimentary Data-as-an-Asset Readiness scorecard here by taking our 3-minute assessment.

The panel was moderated by Craig Iskowitz, CEO of Ezra Group Consulting and featured the following industry leaders:

  • 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


Here are the key takeaways from this webinar:

  1. The real power of data comes from connecting it and generating actionable insights – Damon Gladman, Head of Product, Skience
  2. Get the right people engaged in your data projects from the start. Ensuring that everyone understands what you’re tryin to accomplish will increase your chances of success. – Julia Carreon, Digital Wealth Executive, most recently head of Digital for Wells Fargo Private Bank
  3. Your data strategy will never be perfect. If that’s your expectation then regardless of how well you execute, you’re never going to be viewed as successful. – Damon Gladman, Head of Product, Skience
  4. Recognize the limitations of your organization. Don’t bite off more than you can chew when starting a new data project. – Mark Pinto, President, Harbourfront Wealth Management
  5. Don’t assume you can do everything in house. Ask for help from an outside partner to inject fresh thinking to help jumpstart your project. – Jeff Marsden, Chief Product Officer, Xtiva Financial Systems


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