Abacus, Zertain, and Workato invite CIOs and COOs from peer RIAs to an exclusive, collaborative lunch workshop in San Fransisco.
Limited to only 12 attendees, this is a unique opportunity to engage in focused discussions and idea-sharing sessions under Chatham House Rules.
June 12, Thursday
12:00 - 2:00 pm
The Wayfair Tavern
Modern App and Data Integration: Explore contemporary integration strategies and common applications/data sources across your management and trading ecosystem (OMS, PMS, RMS, Admin, CRM, Brokers, Compliance).
Data Strategies: Share insights and explore practical steps for data lake (warehouse) implementation, data centralization, and achieving accurate, insightful reporting.
Automation and AI: Discuss rapid methods to define accurate business requirements that effectively leverage automation and AI to drive business outcomes.
.png)
