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Data Modernization Benchmarking Survey:

The Winning Strategies of Data-Minded Leaders

DATE:
Thursday
May 15, 2025

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

The investment and wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready.

Based on the inaugural BetaNXT Data Modernization Benchmarking Survey of investment and wealth management decision-makers, this webinar will reveal critical insights into the current state and future direction of data modernization. Learn how your peers are tackling the challenges of building a future-proof data foundation and what industry leaders do differently.

Specifically, the webinar will cover:

The urgent need for modernization
Navigating complex priorities
The foundational importance of data fundamentals
The power of talent and culture
Leveraging strategic vendor partnerships

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been approved for (1) credit hour.

Featured Speakers

Davis Janowski, Moderator

Senior Technology Editor

WealthManagement.

com

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

Don Henderson

Chief Technology Officer

BetaNXT

Jonathan Reeve

Head of Product Strategy and Development

BetaNXT

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

SPONSORED BY

POWERED BY

WealthManagement.com Real Estate

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