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07 September 2023

SS&C Deliver 2023 | Featured Sessions for Financial Advisors

SS&C Deliver is right around the corner. We are excited to gather with clients in Austin, Texas, to host the premier event for leading minds in financial services and technology. If you still need to register, take action today and be a part of this unique gathering of forward-thinkers and innovators shaping the future.

From insightful discussions to informative breakout sessions and hands-on labs, SS&C Deliver promises to be an experience like no other. In fact, the conference will host a variety of focused industry tracks, and we've planned an exceptional lineup of tailored sessions and events for wealth management professionals. Here's a quick look at some of the featured sessions we are preparing for advisory leaders:

  • Finding Balance: Compliance in the Wealth Management Industry

    For financial advisors, compliance with regulations is crucial for firms to avoid regulatory scrutiny and protect themselves from legal risks. Electronic communication surveillance is also necessary to monitor advisor-client communications. However, to ensure the firm is not exposed to regulatory scrutiny, risk of arbitration, or lawsuit from an investor, it's important to balance monitoring while avoiding micro-managing advisors.

  • Future-Proof Your Wealth Management Practice: Serving and Employing Millennials and Gen Z

    As the financial landscape continues to evolve, it's becoming increasingly important for advisory practices to adapt to the changing needs and expectations of younger clients and advisors. This session will explore a range of topics related to serving and employing millennials and Gen Z, including how to leverage technology to deliver a leading client experience. We'll examine key consumer behavior and trends in wealth management clients, including how younger generations approach financial planning and investment decisions. By understanding these trends, we can gain insights into how advisory practices can better serve the needs of this growing demographic. Whether you're a seasoned advisor or just starting, this session will provide valuable insights for future-proofing your practice in a rapidly changing financial landscape.

  • Unlocking Business Value: Leveraging Technology for Operational Efficiency in Wealth Management

    Today, firms must focus on operational efficiency to remain competitive. This session will explore the latest trends in technology strategy and how firms are shifting from treating technology as a cost center to treating it as a driver of growth. We'll also examine shifts in the investment landscape and the growth of alternatives, discussing whether they belong in all mass affluent portfolios. Additionally, we'll explore the benefits of leveraging technology to optimize decision-making and drive business value, including workflow, KPIs, and dashboards. The session will also provide insights on SS&C's full-scale operating and reporting model for all investors, from RIA to limited partnerships to clients, as well as funds to investors, demonstrating how SS&C's tools can provide a comprehensive view of all types of investors.

  • Outsourcing Family Office Operations: Benefits, Challenges, and Best Practices

    Family offices are facing a changing landscape as they consider moving away from traditional in-house models to outsourced solutions. This session will be valuable for both trust and family offices, as it provides a comprehensive overview of the changing landscape of family office management. Presenters will explore the benefits and challenges of this transition and provide insights into best practices for creating successful outsourced models. They'll examine the different options available for outsourcing and explore how to select the right partner for your family office. Additionally, they'll delve into the importance of maintaining strong relationships with external partners and how to manage these relationships to ensure success effectively.

  • Leveraging Alternative Investments in the Wealth Management Industry

    Alternative investments are gaining popularity, and firms must embrace technology to keep pace with changing client expectations. This session will explore the latest developments in technology for alternative automated servicing, processing, and growth. In addition, presenters will examine the challenges of accessing alternatives and discuss how technology can help overcome these challenges.

We invite you to make plans to join us October 22 – 24 at the JW Marriott in Austin. To view the full event agenda or to register for SS&C Deliver today, please visit our event page. We look forward to welcoming you to this dynamic industry event.