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:
- 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
- Data is a powerful driver of the advice delivery process — Tony Stich – Chief Operating Officer, Advicent
- 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
- 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
- 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