From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella
Posted by Kerri108 days ago
Expertise *
Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
Technology/Software & Services
Wealth Management Solutions
Industry Categories *
Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
Technology/Software & Services
Wealth Management Solutions
Expert Type *
Expert Type
Upload a square image that is approx. 200 x 200 px in size.
Expertise *
Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
Technology/Software & Services
Wealth Management Solutions
Industry Categories *
Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
Technology/Software & Services
Wealth Management Solutions
Expert Type *
Expert Type
Back
108 days ago
BetaNXT CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new product, DataXChange.