Finlocity

Online Summit Recordings

The XCELLR8 Bank & Trust Online Summit provided an opportunity for Senior Trust Officers, Investment Managers, and Wealth Advisors to engage industry subject matter experts and thought leaders. Hear best-practices and learn about new trust solutions.

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PRESENTATION 

"Wealth Management’s Digital Future”  

Mike Tropeano, CFA

Vice President Business Development

FIS Global

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EXECUTIVE PANEL

"The Role of Trust Services in Financial Wellness"

Barry Norfleet

SVP, Senior Trust Officer

WesBanco, Inc.

Annie Hartman

President

Adler Trust Co.

Nate Birkholz

Managing Director

Bankers Trust

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PRESENTATION

“Optimize Your Client Engagement” 

Jimmy Wilkes

Product Manager

AssetBook

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PRESENTATION

"Digital Transcription Drives Compliance" 

Maree Moscati

CEO

CopyTalk

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PRESENTATION

"How Banks & Trusts Can Drive Explosive Growth through Digital Relationships"

Kevin Mulhern

CEO & Co-Founder

AdvisorStream

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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.