This fall, investment management professionals will gather in Phoenix for SS&C Deliver 2025, our flagship client conference and a premier destination to see our latest innovation initiatives, network with peers, and gain strategic industry insights. With over 90 sessions across nine tracks, the event offers something for every area of the business, and asset managers will find a robust slate of content tailored to the challenges and opportunities shaping the industry today.
From front-office transformation and data management to operational agility and AI innovation, this year’s agenda delivers actionable insights to help you drive performance, simplify complexity, and position your firm for the future. Below are six must-attend sessions for asset management professionals:
- From Vision to Value: Client-First Strategy and Innovation
Firms are under intense pressure to perform in an increasingly complex and competitive investment landscape marked by a surge in data and heightened demands for diversification and customized solutions. Gain insights into these market shifts and how firms are reevaluating their path to operational excellence and sustainable growth. Learn about how we’re partnering with clients to evolve our long-term vision for investment management solutions and developing future-ready roadmaps to help you navigate the evolving market demands and operational complexities, including advancements to the pioneering Genesis platform.
- Building for the Future: Differentiating Your Business Through Technology
Success in investment management hinges on your firm’s ability to harness modern technology and embrace transformation. We will explore how the right technology stack can help you achieve enterprise-wide transformation with minimal risk and disruption. Discover how cutting-edge architecture, cloud infrastructure, and intelligent automation can help you transform your operations, simplify complex data access, enable advanced AI capabilities, and deliver the agility, performance, and flexibility you need to stay ahead.
- The Front Office Reimagined: Inside the OEMS Roadmap
As markets evolve and operational complexity increases, the role of a modern Order and Execution Management System (OEMS) has never been more critical. In this session, we’ll unveil the strategic roadmap guiding the future of our OEMS solution, focusing on upcoming innovation, key functionality enhancements, and the strategic shifts driving efficiency, resilience, and scalability. Learn how we’re empowering buy-side firms by streamlining front-office workflows and paving the way for a unified trading experience. You’ll leave with a clear understanding of what's next—and how your firm can leverage these changes to stay ahead.
- Enabling Insights: Simplifying Data Management for Better Outcomes
Data is more than an input; it’s a strategic asset that underpins every decision, report, and client experience. In this client conversation, we’ll discuss how firms are simplifying data complexity, improving accuracy, and putting information to work across the investment lifecycle.
- Automating Investment Management: AI in Action
Artificial Intelligence is driving the next wave of innovation in investment management. Join us to explore how AI and RPA are revolutionizing key aspects of investment operations – from automating routine back-office functions to enabling predictive analytics that inform portfolio strategies. We’ll discuss the impact of these technologies on everything from risk management to compliance, and how they are setting new standards for operational excellence.
- Operational Agility: Future-Proofing Accounting and Investment Operations
Today, investment managers require a robust foundation for core investment operations that scales alongside your ambition. Join us to explore how the right software can elevate your core operations today and future-proof your firm for the long term. In this session, we'll showcase a modernized vision for your core operations and unveil an exciting roadmap of new features and capabilities for our accounting, reconciliation, and performance reporting solutions - from enhanced multi-asset and multi-currency capabilities to deeper visibility into positions and portfolios. Plus, discover how you can extend the value further with expert-provided managed services that act as an extension of your team to maximize efficiency, visibility, and data integrity.
Make your plans to join us October 26 – 28 at the JW Marriott Desert Ridge in Phoenix, Arizona. To view the full agenda and register, please visit our event page. We look forward to welcoming you to this premier industry event.
