On-Demand Webinar Registration

Winning Data:
How to Scale Your Data Team as Your Company Grows

A webinar brought to you in partnership with Xtiva Financial Systems

and aired on October 4th at 2 p.m. EST

Winning Data Teams: Scope, Focus and Keys to Success

More wealth management firms are realizing that leveraging their data assets has the power to help them reach their business goals. This requires building a strong data team that bring experienced, cross-functional skill sets to bear. However, this is no easy task.

Especially in this tight labor market, identifying and hiring the best people for your data and analytics team is imperative. The most well-run companies have been able to develop a competitive edge via their data analytics capabilities that enable business managers to gain unique insights into trends and customer behavior.

By attending this webinar you will learn:

  • Tips for planning the structure of your data team to deliver the highest ROI
  • How to identify the best people to staff your data team to increase productivity
  • Best practices for setting goals for the data team

The panel will be moderated by Craig Iskowitz and will feature the following indusry leaders:

  • Jeremiah Renfro, VP of Systems Engineering – Riskalyze
  • Bob McGill, Executive VP – Docupace
  • Tom Bradley, Chief Product Officer – YieldX
  • Jeff Marsden, Chief Product and Strategy Officer – Xtiva Financial Systems

This complimentary online roundtable is open to all those with an interest in the success of financial services firms, financial advisors and especially the customers that rely on their services.

And don’t worry about bringing a pencil! Access to a recording will be provided.

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