Recorded: May 25 & 26, 2021 

The 2nd Annual XCELLR8 BD Operations Online Summit provides an opportunity for Broker/Dealer executives and managers to conveniently watch presentations from subject matter experts showcasing robust technology solutions built to support the back-office operations of Broker/Dealers.  Also hear from industry peers during the BD Executive Panels as they discuss the opportunities and challenges of technology. Don’t miss this opportunity to learn about innovations and best practices that may benefit your firm.

WHO ATTENDED

Broker/Dealers Executives: CEOs, CFOs, COOs, CMOs, CSOs, CROs, CCOs, CISOs, CIOs, CTOs, and other senior management


OpsTech

Ryan George, Chief Marketing Officer
WATCH SESSION RECORDING

CyberSecTech

Rishi Malik, Sr. Manager, Customer Solutions
WATCH SESSION RECORDING

PEER-TO-PEER TRACK

Mitchell Wood, President Larson Network Services
Geoffrey Moore, VP Informaton Tech, Valmark Financial
Alex Georgiev, Dir. of Ops. & CISO, LifeMark Securities
WATCH SESSION RECORDING

SupTech

Stephen Pope, CEO & Founder
WATCH SESSION RECORDING

PlatformTech

Oleg Tishkevich, CEO & Founder
WATCH SESSION RECORDING

MarTech

Diana Cabrices, VP, Enterprise Development
WATCH SESSION RECORDING

InsureTech

Robert Powell, VP Wealth Management
WATCH SESSION RECORDING

PEER-TO-PEER TRACK

Anne Catillaz, VP Operations, Sage & Rutty Co.
Claire Knoph, Head of Inv. Ops, Formuesforvaltning
Jennie Devlin, President, Cantella & Co., Inc.
WATCH SESSION RECORDING

WealthTech

Rick Burgess, CEO & Founder
WATCH SESSION RECORDING

RegTech

John Schobel, CEO & Founder
WATCH SESSION RECORDING

Disclaimer: The Finlocity XCELLR8 BD Operations Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.