Register for Your Free Live Webcast Now:

"From Siloed to Intelligent: Building the Foundation for AI-Driven Growth"

Join our webcast to learn how a unified data foundation unlocks AI's potential.

Date: Thursday, December 4, 2025

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion

Approved for 1 CE Credit: Investments and Wealth Institute

 

Most advisory firms are rich in data but poor in insights. Information is too often trapped in disconnected systems, preventing a holistic view of your business and clients. This data fragmentation not only hinders current efficiency but also blocks the path to leveraging the next generation of AI-driven decision-making. How can you break down these silos to unlock new growth opportunities?

Join us for an essential discussion for an inside look at how leading firms are transforming fragmented data into a powerful, centralized asset. This is your opportunity to learn how a single, reliable source of truth is the critical foundation for effective AI enablement and intelligent automation.

By attending this session, you will gain practical, actionable strategies to:

• Identify the common data challenges that limit firm efficiency, stifle insight, and create barriers to AI-driven innovation.
• Understand how a unified data strategy improves firm-wide decision-making, enhances automation, and elevates client outcomes.
• Apply best practices for developing a robust data framework that supports scalability, ensures proper governance, and fuels intelligent growth.

Register now to secure your firm’s competitive edge.

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Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets

Bob Conchiglia | SVP | Solutions Consulting at Orion

Tim Welsh, CFP | President | Nexus Strategy, LLC

Scott Keller, CFA, CAIA | Chief Information Officer | Truepoint Wealth Counsel

Offered Free by: ThinkAdvisor
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