Case Studies, Workshop

Wealth Management’s Data Workshop: From Chaos to Clarity

about event

A half-day, hands-on workshop designed for RIAs and broker-dealers who want to take control of their data, prepare for AI, and scale their firm with confidence.

Most wealth management firms are swimming in data but struggle to actually use it. This workshop, led by Milemarker’s CTO and Lead Data Scientist, gives you an open-book look at how leading firms are mastering data strategy today.

Details

📍 Denver, November
💵 $575 per seat
⏱ Half-day workshop (perfect add-on to Schwab IMPACT)

Seats are limited. This session will fill up—reserve yours today.

Scalability

You’ll learn how to :

💻 Unlock Your Warehouse + Data Lake — structure your firm’s data so it can be trusted and used firm-wide.

💻 Prepare for AI — see how OCR, natural language, and AI tools can be applied to your existing systems.

💻 Simplify Integration — cut through API noise and learn proven ways to streamline system connections.

💻 Report with Confidence — deliver the right insights to advisors, executives, and compliance—without bottlenecks

Attend This Workshop