Name
Case Study: Technology is a foundational piece of all wealth firms businesses.
Date & Time
Thursday, February 22, 2024, 8:45 AM - 9:20 AM
Description
Technology is a foundational piece of all wealth firms businesses. Home office, Advisors, and Clients are all using and expecting technology to help them better transact, manage, and report on their businesses. How is your firm supervising your technology partners? How is your firm managing due diligence along with monitoring ongoing performance of 3rd party technology partners? Is this review specific to information security or is your firm also collaborating with your business units on technology partner effectiveness to better manage technology debt?