Wealth Management’s Data Workshop: From Chaos to Clarity

​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.

​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.

​This isn’t theory. It’s a practical, behind-the-scenes session on how to conquer your data and build a scalable firm, using the systems you already have.

​📍 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.