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Incedo at T3

May 2nd – May 5th, 2022
Denton, Texas

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!

Event Details

May 2nd – May 5th, 2022
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

News and Announcements

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Incedo LighthouseTM AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas

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Incedo to Showcase "Winning in the Digital Age" at T3 Advisor Conference in Denton, Texas

Solutions being showcased at T3

incedo-lighthouse

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

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

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.

Meet the Incedo Team at T3

john-walsh

John Walsh

SVP & Head of Wealth Management

ashish-gupta

Ashish Gupta

Head of Data & AI

Gaurav Sehgal

Vice President, Financial Services

Swapnagandha-Gite

Swapnagandha Bhausaheb Gite

Associate Director, Financial Services

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Brian Evans

Associate Creative Director

Salvador Serna Jr

Associate Director - UX Design

Request a meeting with our experts

Featured Videos

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Incedo Wealth Management Services
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Incedo LighthouseTM – Next generation, AI-powered decision automation platform
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Nitin Seth, CEO, Incedo Inc. at T3 Advisor Conference

Get a signed copy of Winning in the Digital Age

“Nitin’s timely book focuses on one of the most critical issues that companies face today: how to survive and thrive in the digital age. As investors, we have seen billions of dollars squandered on technology by companies without implementing the fundamental retooling required by the organization.”

Meet Nitin Seth at the Book Signing Event on May 2nd at Booth 516 – 518

Nitin Seth

CEO, Incedo Inc.
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