Incedo at T3 Conference 2022
Win in the Digital Age with Incedo
Incedo is a proud ruby sponsor of T3. As a leading Wealth Management specialist with deep domain, data, and emerging technologies expertise we work across the Asset and Wealth Management Value chain including TAMPs, broker dealers, asset managers, RIAs, wealth managers, and full-service providers. We provide digital transformation services ranging from customer facing to Middle-Back Office and Technology including client onboarding solutions, advisor workstations, trade operations, and performance reporting. We work with firms across the advisor and client lifecycle starting with acquisition, growth, support and retention.
Join us to discover Advisor Technology in a Post – Covid World at T3!
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Event Date
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Venu
Embassy Suites by Hilton Denton Convention Center in Denton / Dallas, Texas Booth number 516-518
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For more information, contact us at
wm@incedoinc.com
Agenda
A GenAI platform empowering enterprises with innovation and productivity enhancement
Winning in the Digital Age – New Rules for Wealth Managers to succeed
LinkedIn Live with Joel Bruckenstein
Winning in the Digital Age – Book Signing Event
A GenAI platform empowering enterprises with innovation and productivity enhancement
Incedo Lighthouse TM
Advisor DX Diagnostic
Unlock the power of your data with Incedo Data Modernization Product Suite
Incedo Lighthouse TM
Advisor DX Diagnostic
Unlock the power of your data with Incedo Data Modernization Product Suite
Winning in the Digital Age – Who will be the GOATs?
News and Announcements
Incedo LighthouseTM AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas
- May 3, 2022
Incedo to Showcase "Winning in the Digital Age" at T3 Advisor Conference in Denton, Texas
- April 28, 2022
Solutions being showcased at T3
Incedo LighthouseTM
The Incedo Lighthouse™ platform helps organizations realize true business value by scaling AI and data assets to improve customer engagement and deliver operational effectiveness by enabling intelligent, personalized, real-time and automated decisions integrated into operational workflows. Incedo Lighthouse™ helps implement an iterative Data-Insights-Action capability by integrating with the existing data and AI technology stack.
Digital Diagnostics
Our proprietary digital benchmarking data from previous diagnostics, combined with our user research backed UX audit framework and proprietary AI based journey mapping and diagnostics set us apart from other offerings on the market. Our Digital Diagnostic will help improve how you stand up to your rivals in AUM Growth, Advisor Onboarding and Retention, New Client Acquisition, Client Satisfaction and NPS.
Operations Transformation
Incedo’s operations transformation practice provides a holistic solution, enabling firms to drive efficiencies, improve margins and customer satisfaction. It delivers key insights on the current processes through thorough diagnosis, identifies the improvement opportunities and implements the changes with the help of cutting edge technology levers.
Ashish Gupta
Head of Data & AI
John Walsh
SVP & Head of Wealth Management
Gaurav Sehgal
Vice President, Financial Services
Swapnagandha Bhausaheb Gite
Associate Director, Financial Services
Brian Evans
Associate Creative Director
