Finlocity

Recorded 

The 2nd Annual XCELLR8 RIA & WealthTech Online Summit provided an opportunity for Registered Investment Advisors and the Back-Office Executives & Supervisors to conveniently watch presentations from subject matter experts showcasing exciting technology solutions designed with RIAs in mind and best-practices from industry peers during the Executive Panel Discussions.

WHO ATTENDED

Registered Investment Advisors

RIA Back-Office Execs & Supervisors

Solution Sponsors

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Recorded Sessions

WEALTH MANAGEMENT TRACK

“Automating Portfolio Management”


AdvisorPeak

Damon Deru, CEO & Co-founder
WATCH SESSION RECORDING

FIDUCIARY  TRACK

"Improving Cybersecurity Controls"


Entreda

Rishi Malik, Sr. Manager, Customer Solutions
WATCH SESSION RECORDING

MARKETING TRACK

"Driving Revenue & Growth Through Data-Powered Digital Marketing


AdvisorStream

Rebecca McMurry, Manager, Enterprise Accounts
WATCH SESSION RECORDING

PEER-TO-PEER TRACK

"Developing a Durable Operations Plan"


EXECUTIVE PANEL

Adam Sokolic, COO, Hub International
Amy Flourry, Principal-Director of Ops., Rehmann Financial
John Enright, President, Custom Wealth Management
WATCH SESSION RECORDING

PRACTICE MANAGEMENT TRACK

"Using the Cloud to Deliver Superior Service"


INVENT

Oleg Tishkevich, CEO & Founder
WATCH SESSION RECORDING

SUCCESSION PLANNING TRACK

"RIA Transitions Made Easy"


Forms Logic

Rick Burgess, CEO & Founder
WATCH SESSION RECORDING

FINANCIAL WELLNESS TRACK

"Systematic Tactical Investment Strategies to Beat the Market"


ETFConcepts

Bill Kelleher, Co-Chief Investment Officer
WATCH SESSION RECORDING

FINANCIAL WELLNESS TRACK

“Blockchain and Crypto for RIAs


BTCS

Charles Allen, CEO & Chairman of the Board
WATCH SESSION RECORDING

MARKETING TRACK

"How to Master The Digital Prospecting Formula"


Snappy Kraken

Diana Cabrices, VP, Enterprise Development
WATCH SESSION RECORDING

WEALTH MANAGEMENT TRACK

"Avoiding Tech Disaster by Leveraging Your Client Advisory Board"


The Client Driven Practice

Stephen Wershing, President
WATCH SESSION RECORDING

PEER-TO-PEER TRACK

"Selecting the Ideal Tech Stack for Your Practice"


EXECUTIVE PANEL

Harris Nydick, Managing Partner, CFS Inv. Advisory Ser.
Jeffery Acheson, Chief Business Development Officer, IFP
Patrick Jancsy, Head of Adv. Business Consulting, Cetera
WATCH SESSION RECORDING

FIDUCIARY  TRACK

"Increase the Value of your RIA using Compliance Technology"


RIA Compliance Technology

Blake Bjordahl, CEO
WATCH SESSION RECORDING

PRACTICE MANAGEMENT TRACK

"Increasing Advisor Productivity with Digital Communication


CopyTalk

Maree Moscati, CEO
WATCH SESSION RECORDING

TECHNOLOGY TRACK

"Preparing for the Age of Tech Transformation"

Executive Interview
Bob Veres, Writer/Commentator-Inside Information
WATCH SESSION RECORDING

Disclaimer: The Finlocity XCELLR8 RIA & WealthTech 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.