Don’t Wait on the Data Warehouse
How data science is transforming & accelerating innovation
Is Your Data Infrastructure Keeping Up?
Client and prospect expectations are higher than ever. To deliver the personalization and transparency they demand, investment firms need more than siloed data and manual processes—they need scalable, agile solutions that make data work for everyone, not just the IT team.
This webinar will explore how modern tools are transforming data orchestration, standardization, and automation, making data science accessible for marketing, sales, and client service teams.
There’s a better way – get the right data, right now
JOIN US TO LEARN HOW TO:
- Eliminate manual processes with automation and data streaming.
- Standardize unstructured data for consistent, compliant use across teams.
- Build a scalable data infrastructure that adapts as your firm grows.
KEY DISCUSSION TOPICS:
- Emerging trends in AI, machine learning, and content automation.
- How self-service tools can reduce IT dependency while empowering marketing teams.
- Real-world success: Full factbook automation in just 90 days.
Meet the Speaker:
Anthony Whitford Managing Director, Data & Enabling Technology, Olmstead Associates
Anthony brings decades of experience helping investment firms overcome data challenges with modern technology. From streamlining workflows to future-proofing data infrastructure, his expertise will leave you ready to tackle your firm’s toughest data challenges.
Maneesha Premaratne Associate Director, Product and AI, Assette
Maneesha is a Data/AI Engineer at Assette, specializing in innovative data engineering solutions for the asset management industry. With expertise in ETL processes, natural language processing, and cloud technologies like Azure, he leverages a background in quantitative finance to help asset managers harness data for smarter decision-making.
Who Should Attend?
This webinar is technical enough for your IT team, but meant to be accessible to your marketing, sales, and client service leadership as well.
1. MARKETING LEADERS:
- CMOs, Marketing Directors, and Senior Marketing Managers.
- Focus: Delivering personalized, transparent content that resonates with clients and prospects.
2. DATA AND IT PROFESSIONALS:
- Data Analysts, Heads of IT Operations, and IT Managers.
- Focus: Streamlining data processes, ensuring compliance, and reducing manual workloads.
3. SALES AND CLIENT SERVICE EXECUTIVES:
- CROs, Sales Directors, Heads of Client Services, and Relationship Managers.
- Focus: Leveraging data for impactful client interactions and differentiating your firm from competitors.
Why Attend?
- Discover how to sidestep data warehousing challenges with innovative data streaming techniques.
- Learn best practices for balancing governance with flexibility.
- See how scalable solutions can meet you where you are and grow with your needs.