Croesus Finnovation

Annual wealth management technology conference

2022 Edition

From endeavour to ingenuity

Capitalize on key trends in wealth management

Emerging technologies, changing investor demographics, client relation management, and ESGs – the wealth management industry is rapidly changing and dealing with multiple business opportunities. How can new technologies help you capitalize on current developments and thrive in an ever-changing environment?

From endeavour to ingenuity is the theme for Finnovation 2022. Join industry professionals to discuss the issues and trends in our industry.

Who is Finnovation for?

Whether you’re currently using Croesus solutions or looking to work with a leading technology provider, at Finnovation 2022 you’ll be able to network with your peers and learn about industry developments from seasoned speakers and top experts in the field.

Wealth management professionals0%
Investment advisors0%
Portfolio managers0%

Benefits of participating

Networking

Networking with
industry professionals

Industry trends

Discussions on
industry trends

Technologies

Discussions on
new technologies

Croesus experts

Access to
Croesus experts

Training

Frequently asked questions
about Croesus Advisor

Education Credits

IIROC continuing
education credits

Register

Toronto

September 16
2022

Montréal

October 13
2022

Sponsors

For more information on sponsorship opportunities, contact us.

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Fundata
Ortec Finance
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