Panel of Experts to Discuss the Importance of the Self-Directed Service Channel at BISA Annual Convention

NEW YORK — Feb. 27, 2013Scivantage®, an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting and wealth management applications, will be moderating a discussion among industry experts at the Bank Insurance and Securities Association (BISA) 2013 Annual Convention, during a panel titled “The Impact and Importance of the Self-Directed Service Channel,” scheduled for Tuesday, March 12, 2013, at 8:30am EST.

Alois Pirker, Research Director at Aite Group, Jim Goodwin, President at Riperian Inc., will join Chris Psaltos, Vice President of Product Management, and Dave Hagen, Chief Marketing Officer at Scivantage, to discuss:

  • The importance of the self-directed service channel and the impact of self-directed investing on the wealth management space
  • The latest trends in online investing and the impact they will have on the financial professional/client relationship
  • Client segmentation strategies for the self-directed channel
  • The importance of cross-selling and the unified customer experience for client growth
  • The future of the self-directed channel for bank brokerages

The BISA Annual Convention brings together bank executives and securities and insurance industry professionals, speakers, and panelists to exchange innovative ideas, speak about products and solutions, and discuss navigating today’s challenging market environment. The conference will take place at the Westin Diplomat Resort & Spa in Hollywood, Fla., March 10-12, 2013. Scivantage will be exhibiting at Booth #204.

About Scivantage

Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. From trade order processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage’s back-office independent solutions enable financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please visit or contact us at +1.866.724.8268.

Enabling Financial Transactions. Automate. Connect. Transact.

Posted in Press Release.