Operational Efficiency Summit

Tech. Data. Cloud. <br /> Gathering data and technology professionals in capital markets to unleash the power of data, technology and the cloud.


WatersTechnology, Risk.net and Chartis Research 


Operational Efficiency Summit

Tech. Data. Cloud.

October 18, 2023 | New York


Gathering data and technology professionals in capital markets to unleash the power of data, technology, and the cloud.


Register now

The only meeting place for data and technology professionals in capital markets to gather, exchange industry-leading insights, and unlock the full potential of their businesses through the transformative power of data, technology, and cloud optimization.

Logo: Anomaly Capital Management
Logo: BankingBook Analytics
Logo: BBVA
Logo: Bloomberg
Logo: CIBC
Logo: City National Bank
Logo: Columbia University Irving Medical Center
Logo: Dinosaur Financial Group, LLC
Company profile

The EDM Council is a non-profit global association created to advance Data Management best practices, standards and education. The 200+ global member firms and more than 10,000 professionals of the EDM Council represent its expanding list of industries including financial services, automotive, manufacturing along with data vendors, technology companies, consultants, academia and regulators supporting those industries


Logo: Edward Jones
Logo: Flagstar Bank
Logo: FRG
Company profile

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately $1.4 trillion in assets under management as of January 31, 2023.

Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers extensive capabilities in fixed income, equity, alternatives, and multi-asset solutions. This unique business model combines the benefits of global strength with the specialisation of autonomous investment teams each with differentiated investment philosophies. This allows each team to leverage the resources and scale of a global firm where it makes them stronger, and remain true to their discipline.

For more information, please visit www.franklintempletonafrica.com.

Company profile

HSBC is a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Its network covers 64 countries and territories, and its expertise, capabilities, breadth and perspectives open up a world of opportunity for its customers. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.

Logo: Indeed
Logo: Industrial and Commercial Bank of China
Logo: Intercontinental Bank
Logo: JPMorgan Chase
Logo: LLoyds Bank
Logo: M3 Capital
Logo: Millennium Management
Logo: Moelis & Company
Logo: NYC Department of Finance
Logo: Orbis Investments
Logo: RBC Capital Markets
Logo: Responsible AI Institute
Logo: Santander
Logo: SiriusXM
Logo: SLC Management
Company profile

Societe Generale

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for its clients, committed to the positive transformations of society and the economy.

Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 147,000 members of staff in 67 countries and supports on a daily basis 31 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses:

  • French Retail Banking, which encompasses the Societe Generale, Crédit du Nord and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation;
  • International Retail Banking, Insurance and Financial Services to Corporates, with networks in Africa, Russia, Central and Eastern Europe and specialised businesses that are leaders in their markets;
  • Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions.

Societe Generale is included in the principal socially responsible investment indices: DJSI (World and Europe), FTSE4Good (Global and Europe), Euronext Vigeo (World, Europe and Eurozone), four of the STOXX ESG Leaders indices, and the MSCI Low Carbon Leaders Index.

For more information, you can follow us on twitter @societegenerale or visit our website www.societegenerale.com


Logo: Sumitomo Mitsui Banking Corporation
Logo: Tigress Financial Partners
Logo: UBS
Logo: Voloridge Investment Management, LLC
Logo: Webster Bank

What makes the Operational Efficiency Summit different?

  • Information you can’t get anywhere else in collaboration with market-leading publications WatersTechnology, Risk.net and Chartis Research  
  • The summit is completely focused on meeting market challenges  
  • We work with the ‘Who’s Who’ in capital markets
  • Hear from groundbreaking innovators and collaborate with your industry peers during interactive sessions
  • Go beyond the pitches to understand how new technologies and approaches are revolutionizing your competitor’s business
NAFIS 2023 D&I board chat

Why attend the Operational Efficiency Summit?

  • Unbiased, research-based, and editorially led content  
  • Program content developed in collaboration with capital market experts to center the delegate experience 
  • Practical discussions around critical business insights to maximize your time out of the office 

Learn more about why you can't miss the OES.