In this 45-minute webinar, leaders from Amplify Platform will join Wealth Solutions Report to examine why connected data architecture may be the deciding factor separating the industry's fastest-growing wealth management firms from their peers. The discussion will critically explore the key assertions from Amplify's white paper: that connected data goes beyond integration, that the organic growth gap is architectural, and that this advantage becomes difficult to build later. You'll leave with practical guidance you can apply to your own firm: how to tell whether your stack is connected or merely integrated, where architectural decisions start compounding earlier than most leaders realize, what mid-market firms can accomplish without an enterprise budget, how data architecture shapes what an advisor knows walking into every client meeting, and why clients can feel the difference.”

Churni Bhattacharya, Chief Product Officer, Amplify Platform

At Amplify she leads the overall product strategy, roadmap, and execution of the Amplify platform. With her extensive background in digital transformation, Churni drives the development of innovative products and the creation of a high-performing product team. She ensures that Amplify’s products are not only aligned with customer needs but also positioned for long-term success in a rapidly evolving market. Churni brings a wealth of experience in transforming legacy systems into next-generation platforms, particularly within the financial services industry. Prior to joining Amplify, she served as Chief Application Officer at AssetMark Inc., where she played a pivotal role in the company’s largest transformational initiatives. Churni was responsible for more than 75% of AssetMark’s capital budget, overseeing a portfolio of strategic initiatives including the replacement of the custodial system, the implementation of a new tax management system, and the development of a new billing system. She also led the company’s productization and agile transformation efforts, helping to position AssetMark for continued growth and success in the competitive wealth management space.

Before her time at AssetMark, Churni held several key roles in the financial services sector, including as the VP of Business Technology Partner for Deposits at First Republic Bank, where she served as the Divisional CIO, overseeing end-to-end technology services for the bank’s largest business division. She has also led technology and project management efforts at Intuit, Accenture, and Ernst & Young, where she provided strategic guidance for technology initiatives at a number of Fortune 500 companies.

David Hatfield, Chief Technology Officer, Amplify Platform

David Hatfield serves as Chief Technology Officer for Amplify. David drives platform architecture and directs the development team, providing fresh and innovative ideas to deliver an exceptional advisor experience through Amplify.

For over a decade, David has deployed solutions to meet the needs of enterprise information management platforms, compliance programs, business intelligence and analytics solutions, as well as targeted application systems. These successful implementations have improved overall business productivity through streamlined processes and delivery of key metrics for enterprise stakeholders.

David graduated Summa Cum Laude with a Bachelor of Science and Engineering in Computer Systems Engineering from the Ira A Fulton School of Engineering at Arizona State University and a Master of Science in Information Management from the W.P. Carey School of Business at Arizona State University.

Jack Martin, Chief Marketing Officer, Amplify Platform

Jack Martin leads brand strategy, demand generation, and go-to-market execution for Amplify Platform, built by advisors to help growth-minded RIAs scale with less friction.

An advisor-born operator, Jack’s perspective is shaped by over 3 decades as an RIA founder, Securities Principal, and builder of successful advisory practices, branches, and IMOs.

Across his career, he has helped financial institutions and independent firms craft stories that fuel brand, turn brand into pipeline, and convert pipeline into durable growth—pairing clear positioning with measurable demand programs and modern, compliance-ready content engines.

Julius Buchanan, Editor in Chief, Wealth Solutions Report

As Editor in Chief, Julius Buchanan manages and directs the editorial team at Wealth Solutions Report, including strategy, content planning, writing and editing. Before entering financial services journalism, he practiced law at global firms such as Latham & Watkins LLP and Davis Polk & Wardwell LLP. He has also been a Director at Citi Private Bank, as well as a policymaker for the financial advisor industry and related sectors at the Monetary Authority of Singapore.

Wealth Solutions Report (WSR) is a B2B digital platform for insights, analysis and expert commentary on the most relevant and timely issues shaping the future of wealth management. WSR’s team of editors, research analysts and expert columnists deliver original and exclusive content that inspires and engages industry audiences from the most reputable thought leaders in wealth management.

WSR also provides news from across the wealth management industry, including weekly roundups of the top news in M&A, advisor transitions, executive appointments and strategic partnerships, as well as monthly roundups on the top news in wealthtech and investments.

WSR's team prides itself on its objectivity and independence in spotlighting actionable growth strategies, demystifying complex issues and showcasing the individuals and enterprises that are shaping the future of wealth management. It takes a positive and optimistic view of the wealth management industry. Its audience comprises advisors, C-suite leaders and executives across all spaces in the industry.

Connected Data Is the New Alpha: The Conversation