Past Events

  • 13 November 2019 16:00 - 16:45 CET (10:00 EST, 15:00 GMT) Switzerland

    Financial institutions are facing increasing expectations from clients to accompany them throughout their financial journey, supporting their de…

  • 6 - 7 November 2019 Marriott West India Quay, London, United Kingdom

    Celent Head of Wealth Management William Trout will deliver a keynote presentation on the topic of Digitise or Die: Adjust your practices and me…

  • 9 October 2019 MMC Conference Room Morning star, Tokyo Midtown Tower 16F, Japan

    Overview This exclusive, invitation-only event will allow senior leaders of leading financial firms to discuss the latest trends, developments,…

  • 18 June 2019 Webinar: 8:00 AM San Francisco | 11:00 AM New York | 4:00 PM London, United States

    Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processe…

  • 12 June 2019

    William Trout will be a Session Speaker at this year’s BNY Mellon/Pershing INSITE on 6/13/2019. INSITE is the essential event for the financial…

  • 6 - 9 May 2019

    Will Trout will be a Keynote at this year’s Fiserv Forum 2019 on 5/6/2019. Forum 2019 is the premier fintech conference that brings together the…

  • 3 April 2019 Chicago, IL

    Will Trout will be a Keynote on at this year’s Online Broker Summit on 4/3/2019. The Online Broker Summit brings together leaders and experts of…

  • 21 March 2019 New York

    Will Trout will be attending this year’s 4th New York Family Office Fintech Summit 2019 on 3/21/2019. The adoption of cutting-edge technology is…

  • 19 November 2018 08:30 - 12:00 AST (07:30 EST, 12:30 GMT, 13:30 CET) 120 Bremner, Suite 800, Toronto M57 0A8, Canada

    Overview Join us for this exclusive, invitation-only event.Senior executives from leading financial institutions will discuss the emerging impac…

  • 15 November 2018 11:30 - 13:00 CST (12:30 EST, 17:30 GMT, 18:30 CET) The University of Texas Club, 2108 Robert Dedman Drive, Austin, TX 78712, United States

    From AI to API: How Technology Will Transform the Advisory Practice Automation is freeing the advisor from rote tasks. Explore the degree to whi…

  • 15 November 2018 Maggiano's Little Italy, 17603 IH 10W, San Antonio, TX 78257, United States

    Automation is freeing the advisor from rote tasks. Explore the degree to which next-generation technology will help to scale wealkth management…

  • 8 November 2018 ExCeL London, United Kingdom

    FinTech Connect is the leading event which large teams from major banks, insurers, capital market firms and investors attend to assess and make…

  • 13 July 2018 Chicago, United States

    Will Trout will be a Session Speaker on From Data Swamp to Smart Data at this year’s MDM & Data Governance on 7/13/2018. Data management has em…

  • 11 July 2018 New York, United States

    Will Trout will be a Panelist on Vendor Strategy Field Report at this year’s In|Vest on 7/11/2018. Ready for the unvarnished view of which vend…

  • 19 June 2018 14:00 - 18:00 BST (09:00 EDT, 15:00 CEST) 55 Baker Street, London, United Kingdom

    Overview This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments…