Webinar Recording

"The Engines Powering Data-Driven Wealth"

Webinar Summary

Originally aired on May 18, 2021

Featuring:

  • Craig Isowitz – CEO of Ezra Group Consulting
  • Tony Stich – Chief Operating Officer, Advicent
  • Kit Lee – Director of Technology Solutions, Pershing
  • Jud Mackrill – Cofounder and Chief Executive Officer, Milemarker
  • Davyde Wachell – Chief Executive Officer, Responsive.ai
  • Jeff Marsden – Chief Product Officer, Xtiva Financial Systems

Here are some key takeaways from this webinar:

  1. Successful digital transformation projects require a sound data-strategy to know where master copy of data resides, how to synchronize & avoid conflicts — Kit Lee – Director of Technology Solutions, Pershing
  2. Data is a powerful driver of the advice delivery process — Tony Stich – Chief Operating Officer, Advicent
  3. The goal of every data strategy project is to influence the actions of the organization. At the core are human beings. If you can’t engage the humans & change their behavior, you won’t generate the expected outcomes. — Jeff Marsden – Head of Product, Skience
  4. Wealth Management firms will be able to make their own “mix tape” of data that is most valuable to them no matter the source system. — Jud Mackrill – Cofounder and Chief Executive Officer, Milemarker
  5. Data is power in an organization & lines of business want that power to themselves. You must create consensus that a project is going to drive value across all of the stakeholder egos. — Davyde Wachell – Chief Executive Officer, Responsive.ai

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