Data is the lifeblood of every financial services firm—but only if it’s accurate, secure and trusted. As regulatory expectations tighten and cyber threats grow more sophisticated, firms must strengthen governance frameworks, safeguard sensitive information and maintain confidence among advisors, clients and partners. Explore practical strategies for governing data across its lifecycle, aligning with FINRA and SEC requirements and mitigating risk without slowing innovation.

Panelists will share real-world approaches to balancing security with usability, managing vendor relationships and embedding trust into every layer of the organization. Walk away with actionable ideas to enhance your firm’s data integrity and resilience.