May 12 - 13 2026
The Westin Copley Place, Boston, MA
Many financial institutions have bold growth ambitions—some aiming to double or even triple revenue over the next five years. But scaling isn’t just about acquiring more customers or launching new products—it demands a rock-solid foundation of trusted data. In this session, learn how leading institutions are using customer data, analytics, and data quality strategies to unlock new growth paths, from hyper-personalization and cross-sell to digital onboarding and AI innovation. Leave the session with a clear picture of how trusted identity data enables faster go-to-market execution, smarter analytics, and seamless customer experiences—at scale—and how to take steps to activate customer data in your organization.
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For many Asset Management firms, the investor onboarding and ongoing lifecycle management journey has long been a maze of frustration and inefficiency. The Know Your Customer (KYC) process and mountains of data have clashed with outdated tech, creating a perfect storm of chaos. Data silos, operational bottlenecks and risk exposure lead to long onboarding times, delayed revenue and investors left tapping their fingers. In this webinar, we'll explore the key risk, compliance and operating challenges currently facing Asset Management firms, and offer a case study view of what good looks like when these processes are streamlined, integrated and digitalized.
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Key knowledge partner: Trillium Software
Key knowledge partner: DTCC
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We discuss the results of a recent FIMA Benchmark Survey around:
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How are analysts uncovering dependencies within data to identify root causes of particular incidents? Find out as we explore these strategies, and what your peers are doing to provide data modernization to keep their institution at the forefront of the industry.
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As threat patterns evolve and become more sophisticated, your financial institution needs strategies that reduce your attack surface before a breach occurs. In addition to data security, there are industry audits and a labyrinth of regulations which must be adhered to.
Gain a fresh sense of clarity as we draw on 20+ years of working with global financial institutions to explain data storage and compliance shortfalls that increase attack and liability vulnerability, then advise how you can avoid them.
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