Finlocity



April 28 & 29, 2021 | 10:45 AM - 3 PM EST

The XCELLR8 Advisor FinTech Online Summit will provide an opportunity for attendees to meet and listen in on analysts, solution partners, and leaders from some of the most innovative organizations in the industry. The event will consist of online Panel Discussions and Presentations by subject matter experts. 

WHO SHOULD ATTEND?

Registered Reps

Trust Officers

RIAs

Broker/Dealers

Wednesday, April 28, 2021

10:45 AM

11:00 AM

11:30 AM

11:35 AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

12:40 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

“Wealth Accumulation for Financial Wellness"

5-Minute Intermission

Attendees Remain Online

CLIENT ENGAGEMENT TRACK

"1:1 Digital Marketing for Proven ROI"

5-Minute Intermission

Attendees Remain Online

PORTFOLIO MANAGEMENT TRACK

"Innovations in Portfolio Insight & Rebalancing"

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Building Client Value with an Integrated Tech Stack"

Executive Panel

5-Minute Intermission

Attendees Remain Online

DATA MANAGEMENT TRACK

"Using CRM as Your Golden Source of Data"  

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"Solving for Reg BI Compliance with Tech"

5-Minute Intermission

Attendees Remain Online

BUSINESS PROCESSING TRACK

"Digital vs. Paper:  The Pandemic Shift"

Prize Drawing #1

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. SEE YOU TOMORROW!

Thursday, April 29, 2021

10:45 AM

11:00 AM

11:30 AM

11:35 AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

12:40 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

Summit Day 2

Login Open

    Attendees Login to Main Session

PORTFOLIO MANAGEMENT TRACK

“The Next Chapter in Portfolio Management"

5-Minute Intermission

Attendees Remain Online

DATA MANAGEMENT TRACK

"Better Data Through Better Document Management”

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"Implementing Better Cybersecurity Controls”

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Best Practices for Using Tech in Your Practice"

Executive Panel

5-Minute Intermission

Attendees Remain Online

BUSINESS PROCESSING TRACK

"Harvesting the Benefits of Next Gen SmartForms"        

5-Minute Intermission

Attendees Remain Online

CLIENT ENGAGEMENT TRACK

"Reaching New Clients with End-to-End Marketing"

5-Minute Intermission

Attendees Remain Online

FINANCIAL PLANNING TRACK

"New Era Education Funding Strategies"

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.