Live Webinar

From Data to Dollars: Leveraging Data to maximize Growth in Wealth Management

In this webinar, we will discuss how a KPI-based assessment can help identify opportunities and steer WM firms toward data-driven success

Despite all the hype about AI, WM executives face challenges leveraging Data & AI for business growth. Generating actionable insights from data, identifying the right use cases for AI, and integrating insights across the Advisor journey continue to be pressing challenges for the industry.

In this upcoming webinar, we’ll explore the two key areas of focus that will set you on the path to success:

Who should attend?

This webinar is tailored for executives and data leaders within wealth management firms committed to elevating their data strategy and moving key KPIs in the right direction.

Register for this webinar today and learn how to transform your wealth management business with data-driven insights.


Afrozy Ara

VP - Digital & Data Advisory

Afrozy is a Data Science leader with Global experience in partnering with Fortune 500 clients to deliver significant KPI movements leveraging Data & AI. She brings multidomain experience with expertise in Wealth Management, Life Sciences, and Telecom industries. She lives in the San Francisco Bay area and enjoys hiking and writing, along with her passion for all things Data.

Swapna Gite

Director - Wealth Management
Swapna is an experienced Financial Services leader with a demonstrated history of working in the IT strategy & operations space. She is an IIM Calcutta MBA graduate and helps Incedo’s Financial Services clients with their Data, Analytics and Business Intelligence problems.
Are Wealth Management Firms Ready to Win in a Digital-First World?