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


GraphConnect New York


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


Financial Services Technology Europe Summit


Cantech Investment Conference 2017


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