Earn CE Credit | How Industry Leaders Are Building Future-Proof Data Foundations
| | | Data Modernization Benchmarking Survey: The Winning Strategies of Data-Minded Leaders |
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| | DATE:
Thursday
May 15, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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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 |
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| EARN CE CREDIT | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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| | | 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 |
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| 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. |
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