Aite Group Research Director Alois Pirker and Scivantage Senior Vice President and Managing Director of Wealth Management Solutions Joe Stensland lead a workshop to discuss the growth of the self-directed investor market
Boca Raton, Fla., April 27, 2011 – Alois Pirker, Research Director at Aite Group, and Joe Stensland, Senior Vice President Managing Director of Wealth Management Solutions at Scivantage, will be speaking at the upcoming SIFMA Operations Conference & Exhibit on May 2nd, 2011, in Boca Raton, Fla. Messrs. Stensland and Pirker will discuss the trends driving the growth of the self-directed investor market and the impact it may have on traditional full-service brokerage firms, from technology and the client experience to the overall operational requirements.
SIFMA Operations Conference & Exhibit will take place on May 1st-4th, 2011, in Boca Raton, Fla.
The workshop, which is scheduled for 2pm EDT on May 2nd, will review:
- The rapid expansion of the self-directed channel
- The need for traditional full service brokerages to reevaluate their wealth management strategy to support the increased demand among investors for more self-service
- The adoption of the online channel by financial institutions as an important component to their service offering, including online trading to further extend their value proposition
For more information on the SIFMA Operations Conference & Exhibit, taking place at the Boca Raton Resort & Club, visit http://www.sifma.org/ops2011/. If you are interested speaking with Messrs. Stansland or Pirker, please contact firstname.lastname@example.org.
Leading financial institutions depend on Scivantage for essential front- and middle-office applications that deliver transaction-critical data, automate key business processes and drive operational efficiencies. Scivantage’s proven, back-office independent brokerage solutions offer a powerful suite of applications that span the workflow of financial professionals and support the complex investment needs of the retail investor. From online trading and event notification management to automated account opening, maintenance and funding, Scivantage enables financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please visitwww.scivantage.com or contact us at +1.866.724.8268.
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