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The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

December 4, 2023

Tuesday, January 16, 2024 | 2:00 PM ET

John Oconnell Michelle Feinstein Shannon Rosic Oasis Group Wealthstack Content Solutions Gm Vp Global Financial Services Solutions Strategy

Source: wealthmanagement.com

Build a Growth Stack, Not (just) a Tech Stack

October 10, 2023

Thursday, November 09, 2023 | 2:00 PM ET

Shannon Rosic Michelle Feinstein Kristin Letourneau Wealthstack Content Solutions Gm Vp Global Financial Services Solutions Strategy Wealthstack Content

Source: wealthmanagement.com

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

September 12, 2023

/PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR) announces a collaboration with Salesforce (NYSE: CRM) to help wealth management firms scale...

Broadridge Advisorstream Matthew Luongo Michelle Feinstein Mike Alexander Salesforce Appexchange Broadridge Financial Solutions

Source: prnewswire.com

How Wealth Management Firms Successfully Leverage Tech

October 11, 2021

Wednesday, November 03, 2021 | 2:00 PM Eastern Daylight Time

Jodi Wagner Chris Perry Michelle Feinstein Financial Services Cross Cloud Specialist Wealth Asset Management Industry Solutions Vice President

Source: wealthmanagement.com

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Michelle Feinstein News Today

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Build a Growth Stack, Not (just) a Tech Stack

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

How Wealth Management Firms Successfully Leverage Tech

Explore More Categories