Editorial Webcast Sponsored by: 

Technology, such as artificial intelligence, continues to revolutionize the financial advice business, letting you process larger amounts of data to get better analysis. These rapidly changing resources also can positively impact how you generate client reports and communications, business performance measurements/tracking, and other areas of practice management.

Join this complimentary webcast to sort through the complexity of wealth management technology, as well as identify key ways tech changes affect client-facing (front office) and advisor business-focused (back office) processes. Experts will also:

  • Increase your understanding of the main technology trends affecting the financial-services industry and your practice

  • Help you better grasp the ways new analytical tools can boost your business performance and potential

  • Clear away some of the mystery so you can move ahead with innovations that promise beneficial transformation and an improved ability to help investor clients

ON DEMAND

This event is available for on-demand viewing. If you have previously registered click here to login using the email you registered with. 

Speakers

Iskowitz

Craig Iskowitz, Founder and CEO, Ezra Group

Craig Iskowitz is the CEO and Zen Master at Ezra Group, LLC, a management consulting firm that provides business and technology strategy services to the financial services industry. He works with broker-dealers, banks, asset managers, RIA’s and technology vendors to share his deep knowledge and experience in wealth management products and services.

keena

Keena Pettijohn, Founder and CEO, Lifelogixs

Keena Pettijohn is the CEO and Founder of Lifelogixs, a Strategic Solutions Consultancy Group. Over several decades, she has dedicated herself to the bank, credit union, insurance and RIA marketplace and held positions that include Investment and Insurance Director, Securities Principal, and Institutional Trader.

Her focus has been on building enterprise wealth management and insurance programs for the financial services industry, including technology integration partnerships. She also is a proud supporter of women in technology and finance.

Spitzner

Timothy D. Welsh, CFP, President, CEO & Founder, Nexus Strategy.

Timothy D. Welsh, CFP, is president, CEO and founder of Nexus Strategy. He consults for firms in the wealth management industry and is a frequent contributor to ThinkAdvisor.com, “Investment Advisor” magazine and other industry publications about technology, strategy and more.

Gavin Spitzner, Founder and President, Wealth Consulting Partners

Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development.

Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance.

Madan

Raj Madan, Managing Director, BNY Mellon Pershing

Raj Madan is the Managing Director of Common Services, Architecture, and Innovation at BNY Mellon | Pershing. He reports to the Chief Information Officer and is a member of the Technology Executive Committee. Raj is responsible for technology strategy, common components (Information Security, monitoring, streaming, e-delivery, middleware, and applications framework), architecture governance, technology client engagements, internal business applications, business process efficiency and innovation.

Raj joined BNY Mellon in 2000, working as an application developer/architect. In 2006 he moved to the Enterprise Architecture Group and worked as an enterprise architect. In 2008 he took over management of the Strategic Technology Group of BNY Mellon. In 2013, Raj became the head of Common Services, Architecture, and Innovation of BNY Mellon | Pershing.