Operational Efficiency Summit

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


WatersTechnology and Risk.net


Operational Efficiency Summit

Tech and Ops

October 29, 2024 | New York, NY


Gathering tech and ops professionals in capital markets to maximize operational efficiency. 


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Unique organizations
NAFIS 2023 Unique organizations
NAFIS 2023 seniority

Company profile

Gresham Technologies plc (Gresham),  is a global leader in mission critical software and automation solutions for financial services. 

Our award-winning Clareti platform helps firms operate efficiently, manage risk, stay compliant, and focus on their customers knowing that their data and digital processes are under control. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, our industry recognized Connect and Control Solutions, Data and Managed Services are proven at nearly three hundred organisations worldwide, including many of the world's largest banks, investment managers and corporates. 


Company profile

Broadridge Financial Solutions, Inc. (NYSE:BR) a global fintech leader with more than US$4 billion in annual revenue, provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes more than US$5 trillion in fixed income and equity trades per day. Broadridge employs approximately 10,000 full-time associates in 16 countries.

For more information about Broadridge, please visit www.broadridge.com.

What makes the Operational Efficiency Summit different?

  • Information you can’t get anywhere else in collaboration with market-leading publications WatersTechnology and Risk.net 
  • 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

Top Reasons to Attend

Editorial and expert led program - Hear unbiased content with a focus on end-users developed by our esteemed editorial team and industry leaders. 

Insights on critical industry challenges - Gather insights on critical industry challenges that you can’t find anywhere else.  

Premier networking opportunities - Engage in premier networking opportunities with top industry experts, senior-level professionals, vendors and solutions providers. 

Job titles
  • Chief technology officers (CTOs)

  • Chief Operations Officers 

  • Chief data officers (CDOs)

  • IT directors/managers

  • Cloud architects

  • Analytics managers

  • Financial analysts

  • Risk managers

  • Investment strategists

  • Compliance officers 

Company types
  • Investment banks

  • Asset management firms

  • Hedge funds

  • Financial services providers

  • Trading firms

  • Insurance companies

  • Wealth management firms

  • Financial technology (fintech) companies

  • Market research firms

  • Regulatory agencies 

Interactive workshop
Interactive workshop
General session
General session
FactSet banner
FactSet booth
AI and predictive analytics keynote
AI and predictive analytics keynote