INSITE® 2023
We were honored to be an official sponsor at the 25th anniversary of BNY Mellon Pershing’s INSITE® conference in Orlando, Florida this year.
2023 INSITE® recap
From June 6-8, intelliflo team members attended the 25th annual INSITE conference hosted by BNY Mellon Pershing in Orlando, FL.
During this three-day event, attendees – including our own Steve Rydzak, Randy Namin, Anthony Valente, and Grace Wessinger – got some of the first looks at the latest digital products and services while learning from experts across the financial services landscape.
First impressions of INSITE
Our team was impressed by the immersive INSITE experience built around the conference tagline, “Go Beyond.” INSITE brought this to life in both the agenda and the innovative look and feel of the event itself.
We also took note of the sheer size of the conference and how enthusiastic attendees were to be there. Nearly every event, from the Showcase stages to the smaller breakout sessions, was packed with financial professionals eager to learn from some of the industry’s greatest innovators.
Top takeaways from INSITE
This year’s conference offered several sessions and events focused on our team’s key areas of interest: growth and personalization through technology.
Growth
From attracting the next generation of clients to understanding the current M&A landscape, numerous sessions and speakers focused on the hot topic of firm growth.
We noticed several sessions and speakers talked about innovative avenues for pursuing growth, including exploring alternative investments like real estate and integrating lending into a firm’s suite of services.
Marketing was, naturally, another popular theme throughout these growth-oriented sessions. We attended several where speakers shared valuable insights on attracting the right audience, amplifying firm branding, and improving your online presence.
Personalization through technology
Elevating the client experience is a top priority for advisors everywhere, and there is no shortage of technology available to help them achieve it. Our team enjoyed numerous talks and demonstrations from industry disruptors, experts, and vendors eager to share the impact technology can have on streamlining firm operations and personalizing client touchpoints.
We saw a similar theme throughout these sessions on technology’s role in the financial services industry. According to numerous panelists and speakers, integrating technology into your firm is no longer a “nice to have” instead, it’s a necessity to achieving your growth goals and meeting clients’ expectations for a digital-first experience.
Many tech leaders within the industry are redefining their platforms as a result; rising to meet the growing demand by delivering solutions for standardizing and streamlining all aspects of firm operations, from back-office tasks to client-facing communications.
Our favorite speaker sessions
Two sessions during INSITE left a lasting impression on our team members.
The first was “The New Role of Marketing: Drive Business Growth With Client Engagement,” which featured speakers Natalie Sunderland (BNY Mellon), Vanessa Oligino (Absolute Engagement), and Suzanne Joshi (FiComm Partners).
In this 50-minute session, these leading marketing professionals shared invaluable insights that touched on growth and personalization through technology. They dug deep into what advisory firms can do to improve the decision-making process regarding their marketing efforts, what it takes to deliver a personalized and engaging client experience, and how to scale effectively.
As for our team’s second favorite session, we couldn’t help but enjoy the opportunity to have a one-on-one with Earvin “Magic” Johnson, one of America’s most beloved pro basketball players and, perhaps, the greatest point guard in history, as he shared his perspective on leadership and the impact of his philanthropic efforts and investments in women- and minority-owned businesses.
What intelliflo offered at INSITE
At our booth this year, we were happy to connect with great industry professionals while offering real-time demonstrations of our award-winning intelliflo redblack platform. We enjoyed sharing the platform’s robust rebalancing and trading capabilities with others designed to help RIAs of all sizes scale while managing complex client portfolios.
We didn’t come to the conference empty-handed, of course! Our team gave away plenty of gifts from coffee mugs with Starbuck coffee packets, to branded insulated water bottles and battery chargers.
BNY Mellon Pershing’s INSITE 2023 conference offered an incredible experience for our team and we were constantly impressed by the endless opportunities throughout the week to hear from high-caliber speakers and network with other industry professionals.
It was evident that these speakers, presenters, vendors, and sponsors came prepared to help financial professionals gain insights into the industry’s current state and share their thoughts on what we can expect over the coming year.
We look forward to attending INSITE again in 2024 in Nashville, TN!
Learn more about our intelligent solutions and services
redblack
intelliflo redblack powers rebalancing and trading to transform portfolio management.
managed
intelliflo managed is a configurable suite of fully outsourced services for RIAs in the US that includes robust investment management.
office
intelliflo office is the most capable financial software system in its class that scales and adapts to fit your needs