
Technology
Learning programs are listed below. Visit our blog for additional content on this topic.
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Contains 7 Component(s), Includes Credits Includes a Live Web Event on 09/10/2025 at 1:00 PM (EDT)
Join us for an engaging webinar to explore the rapidly evolving landscape of financial reconciliation in the face of an explosion in data volume and fragmentation, shifting regulatory expectations and new AI technology.
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Contains 7 Component(s), Includes Credits Includes a Live Web Event on 07/16/2025 at 1:00 PM (EDT)
Join us to discover how GenAI is empowering firms to move beyond data overload and achieve a new level of investment intelligence.
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Contains 6 Product(s)
Join Nicsa for a comprehensive webinar series that explores how AI is revolutionizing the financial services industry, from foundational concepts like AI and generative AI to practical applications in product distribution, investment strategies, portfolio management, and legal considerations. Gain valuable insights into the latest AI trends, real-world applications, and strategic approaches essential for success in an evolving financial landscape.
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Contains 3 Component(s), Includes Credits
Join us for an in-depth session exploring the evolving legal and regulatory frameworks shaping the adoption of Artificial Intelligence in asset and wealth management. This webinar will deliver a comprehensive overview of key compliance issues, data privacy concerns, and the regulatory landscape influencing AI integration. Gain actionable insights to help your organization navigate these challenges effectively, mitigate risks, and ensure alignment with evolving industry standards.
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Contains 3 Component(s), Includes Credits
Join us for an engaging discussion on the practical applications of AI and discover how your organization can leverage these advancements for sustained operational excellence.
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Contains 3 Component(s), Includes Credits
Join us for an engaging webinar to explore the transformative impact of AI in enhancing productivity and streamlining operations within the wealth and asset management industry. Featuring real-world case studies and insights from industry leaders, attendees will discover practical strategies for leveraging AI to improve decision-making, client engagement, and operational efficiency. The discussion will also address key aspects of AI governance and ethics, providing actionable advice for overcoming implementation challenges and achieving sustainable success.
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Contains 4 Component(s), Includes Credits
Join us for an insightful webinar designed specifically for US Asset Managers exploring opportunities in the European market.
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Contains 3 Component(s), Includes Credits Recorded On: 11/19/2024
Join this interactive webinar for an exclusive opportunity to engage directly with an AI expert and explore real-world challenges of AI implementation in the asset and wealth management industry. Through a live Q&A format, attendees can ask their most pressing AI-related questions and receive expert advice, practical insights, and actionable strategies to maximize AI’s potential within their organizations. The session will also cover AI use cases, what makes a successful AI project, and key steps for initiating AI-driven initiatives.
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Contains 3 Component(s), Includes Credits Recorded On: 09/26/2024
Join Nicsa for an interactive webinar that introduces Artificial Intelligence (AI) and its evolution into Generative AI, highlighting its transformative potential in the asset management industry. This session will provide a foundational understanding of AI terminology, explore the drivers behind AI adoption, discuss real-world use cases, and address the risks and strategic steps needed for successful AI implementation.
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Contains 2 Component(s), Includes Credits Recorded On: 09/07/2022
Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.
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Contains 2 Component(s), Includes Credits Recorded On: 05/18/2022
Hear about the digitization trends and use cases that have made Luxembourg the FinTech gateway to Europe.
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Contains 2 Component(s), Includes Credits Recorded On: 04/07/2021
Industry buzz regarding Cryptocurrency and Tokenized Assets abounds. In this installment of the Reality Behind Buzzwords series, we will discuss the opportunities and challenges for the asset management and financial services industries. Expert panelists will explore issues around regulatory, risk, data security, and tax considerations. Join us to take a deeper dive into the implications for traditional asset servicers in terms of accounting, custody, record-keeping, safekeeping, and regulatory reporting. Discover the growth opportunities over the next 2-5 years, and explore what it means for related technologies such as distributed ledger, and the implications to financial services as we know them.
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Contains 2 Component(s) Recorded On: 03/31/2021
The COVID-19 pandemic has highlighted the potential of technology and why it could reshape the asset management landscape. With a spotlight on digital client interaction and resiliency, asset managers are adapting to the increasing importance of technology, but the industry has a way to go in terms of intervention and innovation. Northern Trust’s Dan Houlihan recently discussed this issue in an interview with Asset Servicing Times. Join us to hear Dan’s insights first hand as he shares his perspective with fellow Nicsa members, with Keith Slattery from JP Morgan.
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Contains 2 Component(s) Recorded On: 01/13/2021
AI is driving operational efficiencies, enhancing compliance and informing investment decisions. Join a candid discussion with some of today’s leading experts on where budget dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry.
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Contains 2 Component(s), Includes Credits Recorded On: 12/09/2020
Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.
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Contains 1 Component(s) Recorded On: 05/20/2020
Automation can be a vital component of streamlined, efficient front- to back-office processes. Join our panel of experts—representing technology, fund admin, and operations perspectives—as they explore lessons learned during the global pandemic environment, as well as how to identify and embrace your team’s automation capabilities.
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Contains 1 Component(s) Recorded On: 04/15/2020
Industry leaders share experiences related to identifying essential workers, utilizing new technology platforms, maintaining productivity, and managing the needs of remote teams.
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Contains 1 Component(s) Recorded On: 11/20/2019
With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.
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Contains 1 Component(s) Recorded On: 11/20/2019
Eric Johnson of DFIN shares insights on evolving customer and regulatory demands
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Contains 1 Component(s) Recorded On: 09/18/2019
This webinar will be focusing on the buzzword "blockchain," and its use in cryptocurrency.
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Contains 1 Component(s) Recorded On: 04/30/2019
Learn how asset managers can turn the digital transformation into opportunity.
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Contains 1 Component(s) Recorded On: 04/02/2019
A look at the transformative technologies trending in the asset management industry.
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Contains 1 Component(s) Recorded On: 01/24/2019
Hands on applications of machine learning in today’s asset management industry.
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Contains 1 Component(s) Recorded On: 01/15/2019
The current state of AI in Asset Management.
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Contains 1 Component(s) Recorded On: 12/12/2018
Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions.
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Contains 1 Component(s) Recorded On: 10/03/2018
An overview of biometrics technologies.
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Contains 1 Component(s) Recorded On: 05/15/2018
Use cases in asset management: RPA, BPM, AI
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Contains 1 Component(s) Recorded On: 05/10/2018
Technologists and operations executives from leading asset management firms discuss the integration of these distinct yet inter-dependent business lines.
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