2nd Annual XCELLR8 BD Operations Summit - May 25 & 26, 2021

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

Solution Sponsors

Summit Day 1

OpsTech

“High Performance as

a Growth Strategy"

Docupace Technologies

Ryan George, Chief Marketing Officer

CyberSecTech

"Improving Cybersecurity

Controls"

Entreda

Rishi Malik, Sr. Manager, Customer Solutions

PEER-TO-PEER TRACK

"Building a Platform that

Attracts Advisors"

EXECUTIVE PANEL

Sponsored by RiXtrema

Mitchell Wood, President Larson Network Services

Geoffrey Moore, VP Informaton Tech, Valmark Financial

Alex Georgiev, Dir. of Ops. & CISO, LifeMark Securities

SupTech

"A.I. and Financial Services is

There a Place for it in our Highly

Regulated Industry?"

Red Oak Compliance Solutions

Stephen Pope, CEO & Founder

PlatformTech

“Modernizing Your Tech Stack,

A Fast Track to Cloud Native"

INVENT

Oleg Tishkevich, CEO & Founder

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.