Summit 2018

Join the team at Univeris, our awesome partners and special guests as we explore the possibilities and probabilities on the horizon for WealthTech.

October 25, 2018

Metro Toronto Convention Centre -- South Building – 225 Bremner Blvd.

Agenda

Network

8:00 – 9:00 am

Breakfast and Registration

Welcome

9:00 – 9:15 am

Story of the Day

John van Kralingen, VP, Sales & Client Management, Univeris

John-van-Kralingen-Univeris

Keynote Address

9:15 – 10:00 am

The Future of Client Servicing & Advice:

Why collaboration with wealthtechs and client-centric solutioning are essential to the digital transformation of wealth management firms

Kendra Thompson, Managing Director and Head of Wealth Management, North America, Accenture

Network

10:00 – 10:30 am

Coffee Break and Trade-Show

General Session 

10:30 – 11:00 am

  • Enterprise Architecture – Scanning the Horizon
    How will imminent market trends impact your current business model? A look at the business eco-system required to succeed and how this will influence Univeris’ roadmap as we navigate towards innovative and collaborative solutions.

Carmine Tullio, President & CEO, Univeris

Carmine-Tullio-Univeris

Audience Q&A

11:00 – 11:30 am

  • Key Issues Facing WealthTech

Audience participation is welcome during this Q&A session with Kendra and Carmine

Kendra Thompson, Managing Director and Head of Wealth Management, North America, Accenture

Carmine Tullio, President and CEO, Univeris

General Session

11:30 – 11:45 am

Partner Spotlight:

What you don’t know about Fundata

Brooke Biscoe, Vice President of Business Development – Fundata Canada Inc.

General Session

11:45 – Noon

Partner Spotlight 

Introducing NEO Connect: Driven by regulatory change and client demand, NEO Connect created a more efficient distribution platform for investment funds by streamlining the purchase and redemption process for advisors, and providing a more cost-effective investment solution for their investors.

Jos Schmitt, CEO, NEO Connect

Network

Noon – 1:00 pm

Lunch

Sponsored by Invesco

Breakout Session

1:00 to 2:00 pm

Compliance Roundtable

  1. This session will look at efficiencies in supervision and include an impact analysis of CRM3

Richard Binnendyk, EVP, Enterprise Wealth Management Solutions in Product Management, Univeris

Michael Maris, Product Owner, Team Compliance, Univeris

Breakout Session 

1:00 to 2:00 pm

UX Design Interactive Pop-Up Lab

In this fun and interactive session, participants will have the opportunity to contribute to the user-centered design approach of Univeris’ products.

David Lai, Sr. Product Manager, Univeris

Cheryl Taylor, User Experience Designer, Univeris

Breakout Session

2:00 to 3:00 pm

Operations Roundtable

  • This session will provide some key considerations of PTF implementation and promote discussion based on the demonstrations related to PTF in our product booths

Richard Binnendyk, EVP, Enterprise Wealth Management Solutions in Product Management, Univeris

Robert Wagner, Senior Product Analyst, Univeris

Breakout Session 

2:00 to 3:00 pm

System Reliability Innovations For Achieving Customer Success

Achieving extraordinary outcomes in client value and client experience across all stages of the customer service life-cycle is the goal of Univeris Flex solution. The team will highlight service assets that deliver real business value to our hosted clients and can be leveraged by all Univeris customers.

Lynn Taylor, VP, Customer Success, Univeris

Sorin Selagea-Popov, Director, FLEX, Customer Success, Univeris

Network

3:00 – 3:30 pm

Coffee Break and Trade-Show

General Session

3:30 – 3:45 pm

Partner Spotlight

Camilo Gil, Executive Director, Institutional ETF Services Global Markets, CIBC Capital Markets

General Session

3:45 – 4:00 pm

Partner Spotlight

Fundserv: Looking Forward

Karen Adams, President and CEO, Fundserv

General Session

4:00 – 4:30 pm

Univeris Platform: The Foundation of Wealth Management Solutions

A walkthrough of the future state of the Univeris platform and how it provides a flexible foundation for wealth management firms

Graeme Shiomi, VP, Technology, Univeris

Graeme-Shiomi-Univeris

Network

4:30 – 6:00 pm

Cocktail Reception and Trade-Show

Sponsored by Invesco

Network

6:00 – 9:00 pm

Prizes and Dinner

Sponsorship

Some sponsorship opportunities are still available. For more information on becoming an exhibiting partner, please contact marketing@univeris.com to enquire.

Sponsorship opportunities are available on a first-come, first-served basis.