Select Page

Fintech Accelerator

Fintech, Wealthtech and the Tools Transforming Advisory Firms Today

Learn from the Top Technology Partners in the Industry to Improve Your Client Experience
Technology and user experience go hand-in-hand. For advisors, you need a technology partner – not just a vendor – who can make your process more efficient and more effective. Meanwhile, you should be offering a simple, easy-to-use dashboard that creates an outstanding client experience.
Learn how you can navigate the ever-changing fintech world and spend your time and money wisely.
Learn how to choose the tech that will scale your firm
Find tech that’s a partner, not a vendor
Know the tools that will truly impact your client experience
Agenda
Accelerator Agenda
Thursday, May 28, 1-4 p.m.
1:00 PM
Create a Client Experience Centered on Connectivity with Andrew Rogers
1:45 PM
Featured Speakers
2:25 PM
Break
2:35 PM
Panel – Live Q&A
3:00 PM
Keynote – Subject Matter Expert
3:45 PM
Closing Comments

Fintech Accelerator

$649
Special Price for a Limited Time
3-DAY EVENT

Not only do you get the Accelerator, you get everything Excell offers!

Inspirational keynote presentations
Dozens of breakout sessions
Unlimited networking

Interested in sponsoring the Fintech Accelerator or being a featured speaker? Apply here.