Events

We are the provider of Intelligent Customer Management software
for the financial services industry.

Published - 08-30-2018

Data Strategy & Insights forum 2018


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Published - 04-26-2018

In|Vest Conference 2018 in NYC


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Published - 02-20-2018

Chief Data & Analytics Officer, Financial Services


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Published - 01-31-2018

Digital Integration in Wealth Management 2018


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Published - 01-15-2018

The Wealth Management Industry’s Best Customer Management Software


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Published - 10-11-2017

American Banker BankAI 2017


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Published - 09-08-2017
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Webinar – Changing the game: Transforming customer engagement in financial services


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Financial Services Technology Europe Summit


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Published - 01-04-2017

Cantech Investment Conference 2017


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Published - 01-03-2017

NexJ Systems Inc. – Fourth Quarter Results


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Published - 01-02-2017
Published - 01-01-2017

Webinar: How Financial Services Organizations Can Safely and Affordably Replace Siebel


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Webinar: Meeting a Fiduciary Standard for Advice


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Webcast: Q1 Earnings Announcement – 2017


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A Catalyst for Transformation in Wealth Management: MiFID-II


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TSX Technology Investor Day


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Using AI-powered Digital Engagement Deepens Customer Relationships


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In|Vest Conference 2017 in NYC


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Webinar: How can AI help you increase share of wallet?


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Published - 12-01-2016
Published - 10-20-2016
Published - 09-20-2016

Annual LIMRA Conference


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Published - 09-02-2016