Turn the disruption of change into an opportunity to position your firm for the future. Join a seasoned wealth-tech veteran with two decades of experience to discuss best practices when evaluating new technologies, migrating data, and implementing new systems. In addition, we will briefly review a platform to demonstrate the benefits of a comprehensive solution versus the fragmented tech stack of years past.
Identify key best practices for evaluating new technology solutions within a financial planning firm.
Explain the critical steps and considerations involved in successful data migration.
Evaluate the advantages of adopting an integrated platform over maintaining a fragmented technology stack.
John Mackowiak
John is the Chief Revenue Officer at Advyzon, leading the sales & service effort and contributing to development of the Advyzon platform. Prior to working at Advyzon, John spent 12 years at Morningstar, most recently as Product Manager for Morningstar Office. He was the first sales person dedicated to Morningstar Office when it was launched in 2004. After five successful years selling Office and working to develop the system, John managed the growing Office sales team for four years.
John earned a BBA from the University of Iowa with a double major in finance and management information systems. In his spare time, John enjoys spending time with his wife, young family, and dog. He spends most mornings exercising, skis as much as possible each winter, and is an avid follower of Iowa Hawkeye athletics and Chicago professional sports teams.