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
Booth number 516-518
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Agenda
May 2nd
May 3rd
May 4th
May 5nd
May 2nd
Keynote Session
Winning in the Digital Age – New Rules for Wealth Managers to succeed
Nitin Seth,
CEO, Incedo Inc.
2:40 PM – 3:10 PM
Equestrian Ballroom
LinkedIn Live
LinkedIn Live with Joel Bruckenstein
4:30 PM – 4:45 PM
Book Signing
Winning in the Digital Age – Book Signing Event
5:45 PM – 7:30 PM
Booth 516 – 518
May 3rd
Demo
Incedo Lighthouse TM
All Day
Booth 516 – 518
Demo
Advisor DX Diagnostic
All Day
Booth 516 – 518
May 4th
Demo
Incedo Lighthouse TM
All Day
Booth 516 – 518
Demo
Advisor DX Diagnostic
All Day
Booth 516 – 518
May 5nd
Keynote Session
Winning in the Digital Age – Who will be the GOATs?
John Walsh,
SVP & Head of Wealth Management, Incedo Inc.
4:20 PM – 4:50 PM
Pioneer Ballroom 3/4
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.
Meet the Incedo Team at T3
John Walsh
SVP & Head of Wealth Management
Ashish Gupta
Head of Data & AI
Gaurav Sehgal
Vice President, Financial Services
Swapnagandha Bhausaheb Gite
Associate Director, Financial Services
Brian Evans
Associate Creative Director
Salvador Serna Jr
Associate Director - UX Design
Featured Videos
Play Video
Incedo Wealth Management Services
Play Video
Incedo LighthouseTM – Next generation, AI-powered decision automation platform
Play Video
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.
