Resource Archives

Data Strategy & Insights forum 2018

Symphony Innovate 2018

In|Vest Conference 2018 in NYC

Chief Data & Analytics Officer, Financial Services

Digital Integration in Wealth Management 2018

The Wealth Management Industry’s Best Customer Management Software

American Banker BankAI 2017

Webinar – Changing the game: Transforming customer engagement in financial services

Financial Services Technology Europe Summit

Cantech Investment Conference 2017

NexJ Systems Inc. – Fourth Quarter Results

2017 NexJ Analyst Day

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

Webinar: Meeting a Fiduciary Standard for Advice

Webcast: Q1 Earnings Announcement – 2017

A Catalyst for Transformation in Wealth Management: MiFID-II

TSX Technology Investor Day

Using AI-powered Digital Engagement Deepens Customer Relationships