Finlocity



May 25 & 26, 2021 | 11 AM - 2 PM EDT

The 2nd Annual XCELLR8 BD Operations Online Summit provides an opportunity for senior Broker/Dealer executives to conveniently watch presentations from industry subject matter experts showcasing exciting technology solutions, and hear best-practices from industry peers during the Executive Panel Discussions. 

WHO SHOULD ATTEND?

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


Tuesday, May 25, 2021

11:00 AM

11:05 AM

11:35 AM

11:40 AM

12:10 PM

12:15 PM

12:45 PM

12:50 PM

1:20 PM

1:25 PM

1:55 PM

2:00 PM

Summit Day 1 Open

    Attendees Login to Main Session

    Kick-Off

OpsTech

“Digitizing Your Operations"

5-Minute Intermission

Attendees Remain Online

MarTech

"Recruitment Marketing Automation"

5-Minute Intermission

Attendees Remain Online

Peer-to-Peer Executive Panel

"Building a Platform that Attracts Advisors"

5-Minute Intermission

Attendees Remain Online

RegTech

"Using Machine Intelligence to Streamline Reviews"

5-Minute Intermission

Attendees Remain Online

WealthTech

"Turn-key Asset Management Solutions"  

Prize Drawing #1

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. SEE YOU TOMORROW!

Wednesday, May 26, 2021

11:00 AM

11:05 AM

11:35 AM

11:40 AM

12:10 PM

12:15 PM

12:45 PM

12:50 PM

1:20 PM

1:25 PM

1:55 PM

2:00 PM

Summit Day 2 Open

    Attendees Login to Main Session

    Kick-Off

PlatformTech

“Optimizing Systems Architecture"

5-Minute Intermission

Attendees Remain Online

DataTech

"Artificial Intelligence & Data Analytics"

5-Minute Intermission

Attendees Remain Online

Peer-to-Peer Executive Panel

"Avoiding the Pitfalls of Vendor Management"

5-Minute Intermission

Attendees Remain Online

Customer Success Tech

"The Ideal Success Tech Stack"

5-Minute Intermission

Attendees Remain Online

InsureTech

"Life Insurance & Annuity Processing Solutions"  

Prize Drawing #2

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY.  SEE YOU NEXT TIME!

Disclosure: The opinions expressed on the online summit are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of the event, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.