The Q4 Bank & Trust Forum
The Q4 Bank & Trust Forum, is the premier event for C-Level Bank Executives, Senior Trust Officers, and Wealth Managers to interact with leading Asset Managers, Research Professionals, and explore cutting-edge technologies tailored for optimizing processes from onboarding, distributions, estates, and more.
Over the course of 2 ½ days, participants partake in in-depth roundtable discussions, gain insights from industry-leading keynote speakers, and engage in personalized one-on-one meetings.
Event Focus
Who Attends
- Bank C-Level Executives, Senior Trust Officers, Senior Wealth Management
- Asset Managers
- Economists and Research Directors
- Technology Innovators
The Format
General Sessions
This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each.
Peer-to-Peer Executive Panels
Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each.
RelationshipBuilder™events
RelationshipBuilder™events
Forums feature two RelationshipBuilder™ events to network with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships.
PowerMatch™ Sessions
PowerMatch™ Sessions last approx. 20-minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions.
For general inquiries:
Please reach out to contact@finlocity.com
For press-related inquiries:
Please reach out to contact@finlocity.com
For programming-related inquiries:
Please reach out to alan.giancaterino@finlocity.com
For sponsor/attendee-related inquiries:
Attendees/Delegates: ryan.metzler@finlocity.com
Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com
Disclaimer: The Finlocity Q4 Bank & Trust Forum, website pages, and all associated content are solely intended for use by financial services professionals and accredited investors only. All other uses are prohibited without express written permission.
