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ON-DEMAND PANEL DISCUSSION

Partnering With and Rolling Out Best-of-Breed Technology Solutions

Industry experts from FutureVault, PureFacts, Mako, AppCrown, and Conquest Planning get together for an exclusive panel discussion that unpacks the benefits for institutions and firms looking to partner with and implement best-of-breed technology solutions. 

HOSTED ON WEDNESDAY APRIL 5TH @ 2:00 PM EST

Panel Details
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Panel Details

Meet Your Panelists

Daniel Kenny, CEO of FutureVault

Daniel Kenny

Chief Executive Officer
FutureVault
Martin Carignan - PureFacts

Martin Carignan

VP of Growth
PureFacts
Raphael Bouskila, Mako

Raphael Bouskila

President & CEO
Mako Fintech
Franklin Tsung - AppCrown

Franklin Tsung

Growth Advisor
Appcrown Logo - FutureVault
Brad Joudrie - Conquest Planning

Brad Joudrie

Chief Revenue Officer
Conquest Planning

Presented & Hosted By

FutureVault
PureFacts
Mako Fintech
FutureVault Mako PureFacts Webinar

Logistics

  • Location: Zoom Webinar (On-Demand)
  • Date: Originally Hosted Wednesday, April 5th @ 2:00 PM EST
  • Length: 60 minutes
  • Format: Panel Discussion + Live Q&A

Discussion Takeaways

During this hour-long live conversation, here's what you can expect to takeaway with you and share with your team:

  • The importance of technology and several key insights from surveys and reports
  • How to make the right strategic "bet" with technology partners and to de-risk your decision
  • Why interoperability is so critical for your success and the challenges that come without it
  • Understanding how and where all-in-one solutions fit into the equation (and what to watch out for)
  • How to move forward with a best-of-breed digital transformation strategy

Register below

ACME Financial Digital Vault

BEST-OF-BREED DIGITAL VAULT

About FutureVault

FutureVault is a market-leading provider of secure document vault and Personal Life Management Vault™ solutions offering an innovative, multi-tiered platform that enables firms, advisors, and clients/households to manage information better, together.

FutureVault's white-labeled web and mobile applications transform the way organizations manage, store, and deliver documents and statements, meet information security and compliance requirements, and drive material operational efficiencies across front, middle, and back-office functions through automated workflows and integrations with best-of-breed solutions and partners.

FutureVault is recognized as a top 100 most innovative global WealthTech solution provider (FinTech Global) and a 5-star WealthTech provider (Wealth Professional Canada). 

Request a demo of FutureVault here.
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FutureVault ACME Financial Digital Vault
Mako Fintech - Best-of-Breed Solution
Mako Fintech - Best-of-Breed Solution

BEST-OF-BREED DIGITAL ONBOARDING

About Mako Fintech

Mako Financial Technology launched a category-redefining platform in 2018 that allows wealth managers to bring client onboarding, renewal, and investment online seamlessly.Mako has built a low-code workflow automation framework with an emphasis on data integrity and API integrations. This allows Mako to offer their clients data-gathering workflows with configurable approval steps that seamlessly engage a household or investor from prospect to account opening at the applicable custodian.Mako is a 2022 5-Star Wealth Technology Provider according to Wealth Professional Canada.

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Request a demo of Mako here.
PureFacts Best of Breed Fee Calculations and Reporting

BEST-OF-BREED FEE CALCULATIONS

About PureFacts

Founded in 1997, PureFacts Financial Solutions is an award-winning provider of revenue management solutions for the investment industry. Serving over 100 clients with a combined one trillion in assets under management, PureFacts’ wealth-tech solutions help some of the largest and most recognizable wealth management firms and financial institutions grow revenue through better management of fees and actionable, data driven insights. Its solutions help firms retain clients, deliver high quality advice, improve productivity, and prevent costly mistakes.

With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence, most recently receiving the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

Request a demo of PureFacts here.
Request A Demo
PureFacts Best of Breed Fee Calculations and Reporting
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