About This Webinar
Let’s face it – the bank trust services sector as a whole tends to be slower at adopting new technology. And then 2020 happened. This virtual panel will highlight both the fintech innovations and challenges/struggles in this industry. We will discuss topics such as pandemic preparedness, advances in trading and reporting, generational change’s impact on the sector, and our focus going forward.

This virtual panel is free to attend. To register, please click the "register" button above.
Agenda
  • 50-Minute Discussion
  • 10-Minute Q&A
Presenters
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    Jon Lantz
    SVP, Director of Bank and Trust Services, CAPIS
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    Adam Unger
    President, AccuTech Systems
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    Angie Gorman
    Chief Operating Officer, Infovisa, Inc.
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    Bill Martin, CFA
    Chief Investment Officer, INTRUST Bank
    I am passionate about helping clients achieve their goals by integrating financial planning, investment management, and fintech. To learn more, check out my book at https://www.amazon.com/Smart-Financial-Advisor-financial-goals-based/dp/0857195832.
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    Stuart Allen
    President, Association of Trust Organizations
  • 1600099198-d7671841adf90228
    Jack Curran
    Partner, GreenHill Investment Reporting
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