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

Published: December 4, 2023

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

Source: wealthmanagement.com

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

Published: October 10, 2023

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

Source: wealthmanagement.com

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

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

Published: September 12, 2023

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

Source: prnewswire.com

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Broadridge Advisorstream Matthew Luongo Michelle Feinstein Mike Alexander Salesforce Appexchange Broadridge Financial Solutions Broadridge Financial Solutions Inc Financial Services Cloud Salesforce Inc Mulesoft Anypoint Exchange Salesforce Financial Services Cloud Financial Solutions Wealth Management Soft Anypoint Exchange Services Cloud Asset Management Great Place

How Wealth Management Firms Successfully Leverage Tech

Published: October 11, 2021

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

Source: wealthmanagement.com

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