The Future of FinTech Platformification

Under the FINTECH IS EVERYWHERE series, we will explore how fintech technologies, applications and business models are impacting so many industries, from finance to wealth management, to real estate, and health.

If the fintechs were first seen as disrupters, today they are everywhere, reshaping practices, empowering consumers and investors, creating new assets and markets.

On February 27 we are in Boston, where we will look at how platforms and marketplaces are leveraging scale, integration and network effects to deliver new user experiences and value.

Join Morningstar and RSM for the first program in the Fintech Is Everywhere series.

4:30 Registration/Refreshments/Networking

5:00 Welcome – Fintech is Everywhere

5:15 The Future of FinTech Platformification

  • MX: Digital transformation, personal financial management tools, and business intelligence for banks and credit unions – mx.com
  • ABE: A Better Exchange: The first 24/7 securities exchange connecting issuers to global investors – abe.io
  • Hydrogen: Modular platform to build your next fintech innovation – hydrogenplatform.com
  • Blueleaf: Financial Relationship Management Software, is reinventing software for the wealth management industry to deliver an unparalleled growth engine – blueleaf.com
  • Neocova: Neocova offers artificial intelligence, analytics and other cloud-based systems that enable financial institutions to operate more efficiently, effectively and securely – neocova.com
  • Bond: Everyone deserves access to capital that fits their needs and enables them to meet their goals – bond.tech

6:00 Full group retakes stage again for interactive Q&A

6:30-7:30 Networking/Cocktails

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