Finlocity

April 28 & 29, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 3 PM EDT

The XCELLR8 Advisor FinTech Online Summit provides an opportunity for attendees to see the latest in Advisor-facing technologies.  Current and emerging tech innovators will showcase their latest developments and share insights on the advantages gained through utilizing their solutions.  The event features presentations by subject matter experts and spirited Peer-to-Peer Advisor Panel discussions on important topics.  Don’t miss this opportunity to hear from some of our industry’s most innovative organizations.

Register

WHO SHOULD ATTEND?

Registered Reps

Trust Officers

RIAs

Broker/Dealers

Solution Sponsors

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10:45 AM

11:00 AM

11:30 AM

11:35AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

1:15 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

FINANCIAL PLANNING TRACK

"Shifting Tides: Setting The Modern Advisor Up for Success"

Advicent Solutions

Tom Burmeister, VP, Financial Planning

5-Minute Intermission

Attendees Remain Online

CLIENT ENGAGEMENT TRACK

"5 Advisor Recommendations to

Supercharge your Marketing"

AdvisorStream

Kevin Mulhern, CEO & Co-founder

5-Minute Intermission

Attendees Remain Online

PORTFOLIO MANAGEMENT TRACK

"Innovations in Portfolio 

Insight & Rebalancing"

AdvisorPeak

Damon Deru, CEO & Co-founder

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Building Client Value with an Integrated Tech Stack"

EXECUTIVE PANEL

Wade Pitts, Managing Partner, Fort Point Capital Partners
Rocky Miskelly, President, Renasant Wealth Management
Colin Wiens, Partner & President. Larson Financial Group

5-Minute Intermission

Attendees Remain Online

DATA MANAGEMENT TRACK

"Using CRM as Your Golden 

Source of Data"

Redtail Technology 

David Mehlhorn, Director of Sales

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"Improving Cybersecurity 

Controls"

Entreda by Smarsh

Rishi Malik, Sr. Manager, Customer Solutions

5-Minute Intermission

Attendees Remain Online

BUSINESS PROCESSING TRACK

"How to Become a 

Back-Office Hero"

Docupace Technologies

Michael Pinsker, Founder & President

Prize Drawing #1

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

PRACTICE MANAGEMENT TRACK

“Using Advanced Analytics and AI to Grow Your Client Base"

FIS Global

Mike Tropeano, CFA, Business Development Executive

5-Minute Intermission

Attendees Remain Online

DATA MANAGEMENT TRACK

"Data's Not Art

Skience

Kyle Van Pelt, Executive Vice President, Sales

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"Managing Portfolio 

Risk & Design"

RiXtrema

Yon Perullo, CEO

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Best Practices for Using Tech 

in Your Practice"

EXECUTIVE PANEL

Sponsored by:  Nest Egg Guru

Jeff Wagner, Senior Partner, LVW Advisors
Marguerita Cheng, CEO, Blue Ocean Global Wealth
Martin Schamis, VP, Head of Wealth Planning, Janney

5-Minute Intermission

Attendees Remain Online

BUSINESS PROCESSING TRACK

"Harvesting the Benefits of 

Next Gen SmartForms"

Forms Logic

Rick Burgess, CEO & Founder

5-Minute Intermission

Attendees Remain Online

SYSTEMS MANAGEMENT TRACK

"Unifying Applications in the Cloud"

INVENT

Oleg Tishkevich, CEO & Founder

5-Minute Intermission

Attendees Remain Online

CLIENT ENGAGEMENT TRACK

"5X Your ROI with

Cold-to-Gold Marketing"

Snappy Kraken

Diana Cabrices, VP, Enterprise Development

Prize Drawing #2

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU NEXT TIME!

Disclaimer: The Finlocity XCELLR8 Advisor FinTech 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.