Financial Services Innovation

Wealth 2.0 2018

Wealth 2.0 brings together senior decision makers from wealth and asset management companies. The agenda features 140 speakers, covering forward-looking issues such as blockchain, customer experience, digital transformation, automation strategies, diversity, AI and more.

Sibos 2018

Sibos brings financial leaders together to network, collaborate and find solutions to industry challenges. The ICC Sydney is Australia’s premier convention and exhibition venue. It will provide a perfect platform for Sibos.

business process management

Symphony Innovate 2018

Symphony Innovate 2018 will host 500 leading executives, engineers, and thought-leaders from across the global community to discuss the evolving digital workplace and the roles of secured collaboration, automated workflow, and machine learning.

Microsoft-Exchange-Synchronization

In|Vest Conference 2018 in NYC

The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad.

Chief Data & Analytics Officer, Financial Services

Attend this event to hear case study examples of how the CDAO complements the existing C-suite and acts as data evangelist and advocate across the organization.

CDAI CRM

Digital Integration in Wealth Management 2018

Operating within an increasingly digital landscape and cross-generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments.

NexJ Events

The Wealth Management Industry’s Best Customer Management Software

Join Bryan Sachdeva, VP of Wealth Management Solutions at NexJ Systems, as he provides an overview of the software that has been gaining critical acclaim and recognition from Gartner, Forrester, Aité, Celent, and Nucleus Research.

NexJ Events

American Banker BankAI 2017

The hype and buzz around artificial intelligence has been near deafening over the past year. This event will bring bank AI pioneers and the newbies together so that all can collaborate, learn and bring this technology to life in the most intelligent way.

NexJ Events

Sibos 2017

The Sibos conference helps to build an understanding of the forces impacting the financial community.