May 25 & 26, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 2 PM EDT
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 SHOULD ATTEND?
Solution Sponsors
11:00 AM
11:05 AM
11:35 AM
11:40AM
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 Kick-Off
Login Open
Attendees Login to Main Session
OpsTech
“High Performance as
a Growth Strategy"
Docupace Technologies
5-Minute Intermission
Attendees Remain Online
CyberSecTech
"Automating Cybersecurity Compliance"
Entreda
5-Minute Intermission
Attendees Remain Online
PEER-TO-PEER TRACK
"Building a Platform that
Attracts Advisors"
Executive Panel
5-Minute Intermission
Attendees Remain Online
SupTech
"Using Machine Intelligence to
Streamline Reviews"
Red Oak Compliance Solutions
5-Minute Intermission
Attendees Remain Online
PlatformTech
“Optimizing Systems
Architecture"
INVENT
Prize Drawing
Attendees Remain Online
Day 1 Summit Adjourns
THANKS FOR JOING US TODAY.
SEE YOU TOMORROW!
Summit Day 2
Login Open
Attendees Login to Main Session
MarTech
"Top Marketing Tactics to Level Up
Your Advisor Force"
Snappy Kraken
5-Minute Intermission
Attendees Remain Online
InsureTech
"Life Insurance & Annuity
Processing Solutions"
iPipeline
5-Minute Intermission
Attendees Remain Online
PEER-TO-PEER TRACK
"Avoiding the Pitfalls of
Vendor Management"
Executive Panel
5-Minute Intermission
Attendees Remain Online
WealthTech
"New Account Opening
Made Easy"
Forms Logic
5-Minute Intermission
Attendees Remain Online
RegTech
"Streamlining Broker/Dealer Compliance to Create Competitive Advantage"
RegEd
Prize Drawing
Attendees Remain Online
Summit Adjourns
THANKS FOR JOING US TODAY.
SEE YOU NEXT TIME!
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.
