In a “minute-to-win-it” format, leading fintech innovators will share concise overviews of what’s new in the financial technology landscape, from digital platforms and automation tools to data analytics and compliance solutions. Understand the innovations poised to influence the future of financial advice and firm management, as well as their purposes, functionality and potential impact—fast. You’ll come away with insights into how your firm can enhance efficiency, strengthen client engagement and drive business growth.

Presenting Companies

Compliance / Risk Management
- Domify AI – Anshuman Mehta, CPO
- Feathery – Ara Coutts, AE, Wealth Management
- Hadrius – Thomas Stewart, Co-Founder & CEO
- Orion – George Svagera, SVP, Institutional Sales

Marketing
Finny – Eric Phillips, Head of Enterprise Sales
Storyline – David Navama, Co-Founder & CEO

Practice Management
- Advyzon – David Goes, President, Enterprise Solutions
- Capital Rock – Connor Thomas, SVP, Business Development
- Jump – Tobin Bennion, SVP, Sales
- Zocks – Dan Toogood, Country Manager

Workflow Automation
- Advisor360 – Darren Tedesco, President
- Feathery – Ara Coutts, AE, Wealth Management
- Hexure – Chris Murray, VP, Strategic Account Executive
- Orion – George Svagera, SVP, Institutional Sales