US WealthTech Talks Leveraging Data in Wealth Management

Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity? In this US WealthTech Talks webinar our Co-Founder Stephen Wall hosted expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules to discuss the role and potential of data in the wealth management sector.


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US WealthTech Talks Leveraging Data in Wealth Management