Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou’s educational series on data-driven wealth management, created in partnership with Xtiva Financial.
Some of the topics you’ll learn about in this webinar include:
- The difference between data lakes and data warehouses
- How wealth management firms can solve their data lake issues
- How to address issues when importing data from other sources
- Best practices for creating and implementing a data lake
The panel also featured these industry-leading experts:
- Yaela Shamburg, Co-Founder & Chief Product Officer, InvestCloud
- Nathan Stevenson, CEO, ForwardLane
- Chris May, VP, Customer & Market Development, Xtiva Financial Systems
Watch the full webinar below.