Despite all the hype about AI, WM executives face challenges leveraging Data & AI for business growth. Generating actionable insights from data, identifying the right use cases for AI, and integrating insights across the Advisor journey continue to be pressing challenges for the industry.

In this recent webinar, we explored following two key areas of focus that will set you on the path to success:

  • Gain insights from Incedo's 2023 data maturity WM industry survey to understand key challenges and opportunities for the industry
  • Discover how a KPI-based assessment can guide your business toward data-driven success.

Who should attend?

This webinar is tailored for executives and data leaders within wealth management firms committed to elevating their data strategy and moving key KPIs in the right direction.

Speakers

Afrozy Ara

VP - Digital & Data Advisory

Afrozy is a Data Science leader with Global experience in partnering with Fortune 500 clients to deliver significant KPI movements leveraging Data & AI. She brings multidomain experience with expertise in Wealth Management, Life Sciences, and Telecom industries. She lives in the San Francisco Bay area and enjoys hiking and writing, along with her passion for all things Data.

Swapna Gite​

Director - Wealth Management

Swapna is an experienced Financial Services leader with a demonstrated history of working in the IT strategy & operations space. She is an IIM Calcutta MBA graduate and helps Incedo’s Financial Services clients with their Data, Analytics and Business Intelligence problems.
Want to know more, watch the Webinar video here

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