20 June 2019

Delivering the future: Thought leadership for financial advisors

By Karen Sears

Registration is now open for SS&C Deliver 2019, the premier event for leading minds in financial services and technology. Don’t miss this opportunity to experience the many ways technology, thought leaders and advanced solutions will be Delivering the Future at the Orlando Gaylord Palms, September 17 - 19, 2019.

We have a terrific lineup of informational sessions, educational activities, and special events so you can learn, collaborate and grow. Here’s a quick look at some of the sessions our advisory clients will be talking about:

  • Think Beyond Behavioral Finance: Neuroscience Meets Investing – Can neuroscience make us better investors? Hear what happens when Tolleson Wealth Management CIO Eric Bennett returns to investing after switching gears to work in brain science with one of the world’s leading cognitive neuroscience institutes. Eric’s eye-opening point of view will touch upon the biology of behavioral finance, how neuroscience can teach us to make the most of the best part of our brain, achieve better decision making with big data and conclude with the implications it will have on investing in the next decade.
  • Looking Beyond the BI and AI Hype – BI, AI, predictive analysis, big data, and machine learning are the latest trends that firms believe are necessary to succeed, but many firms don’t understand what these really mean or entail. Industry consultant, Sue Glover, leads this thought-provoking session on what these analytic tools mean for your firm, practical applications that incorporate these analytics, and why understanding what’s behind the results is crucial to your decision-making process.
  • Lessons from the Experts: M&A and Succession Planning – The M&A trend shows no signs of slowing down and there are opportunities for both buyers and sellers. Join us to learn from some of the most experienced M&A and succession experts in the industry and gain insights to move your firm’s plan forward.
  • Best Places to Work: Competing for Top Talent – In today's competitive talent market, firms need to show that they are an employer of choice. Advisory firms honored with the title of Best Place to Work do innovative things to attract and retain the best and the brightest. From free lunches, to paid time off to volunteer, to unique employee ownership models, a panel of top advisory firms will discuss the initiatives they leverage to create positive work environments.

 

Register before July 15 and secure your spot for only $699.  Don’t wait to reserve your spot!