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 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:

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.

Senior Editor, Technology & Research Analyst, WealthManagement.com

Vice President, Research, Informa Engage

Chief Product Officer, BetaNXT

Chief Technology Officer, BetaNXT