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  • Recording

    The 3rd  Annual XCELLR8 Bank & Trust Online Summit provided an opportunity for Bank Broker/Dealers, Fiduciary Officers, Trust Officers, and Wealth Advisors to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Bank & Trust marketplace. 

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ONLINE SUMMITS & CONFERENCES

Virtual Summit
January 12, 2022
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Forum - Location TBD
May 2022
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Virtual Summit
June 29-30, 2022
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Forum - Location TBD
October 2022
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RESTREAM


3rd XCELLR8 Bank & Trust Summit

Recorded 1/12/2022

The Finlocity Channel
Booths

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Learn about what you want, ​when you want, how you want. 

XCELLR8™

Our online summits give senior executives the opportunity to meet and network.

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The Finlocity Channel™

Watch recently recorded Summit sessions.

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FinServ Hub™

Easy access to solution information and demonstrations of the latest innovations.

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VideoVault™

A Video archive with our most insightful webinars, webcasts, and online summits

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How it Works

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Q4 Top RIA Forum

Q4 BD Ops Forum

XCELLR8 Summits™

FinServ Hub™

VideoVault™

The Finlocity Channel™

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THE MATERIAL PROVIDED ON THIS WEBSITE IS NOT INTENDED AS A RECOMMENDATION OR AS INVESTMENT ADVICE OF ANY KIND. SUCH MATERIAL IS NOT PROVIDED IN A FIDUCIARY CAPACITY,  MAY NOT BE RELIED UPON FOR OR IN CONNECTION WITH THE MAKING OF INVESTMENT DECISIONS AND DOES NOT CONSTITUTE A SOLICITATION OF AN OFFER TO BUY OR SELL SECURITIES.   ALL CONTENT HAS BEEN PROVIDED FOR INFORMATIONAL OR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS LEGAL 

OR  TAX ADVICE AND/OR A LEGAL OPINION.   FINLOCITY COMMUNITY, LLC ©COPYRIGHT 2022. ALL RIGHTS RESERVED.  


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