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Overview

The Council’s Financial Services Idea Exchange comes together to develop programs and initiatives that reflect financial services' industry concerns and explore vital issues. Participants come from banking, investment management, insurance and affiliated industries, operating in extended enterprises that start with the customer, and spread through technology and service partners, regulators, and others.   Each year, the group organizes a couple public breakfast briefings and a half dozen private member-only meetings wheer industry experts can build relationships and discuss the latest trends.  These sessions provide valuable insights into the minds of technology buyers at the region’s leading financial institutions.

 

Upcoming Advisory Board Meetings

The Financial Services Advisory Board meets on a regular basis and is open to member executives with direct experience/expertise in the financial services industry.


Past sessions have included:

  • Wireless in Financial Services: The New Wave of Distribution Channels, featuring executives from Aliaswire, Inc.; Eaton Vance Management; Fidelity Investments; Financial Insights; and Pyxis Mobile.

  • Alternative Investments and Enterprise Risk: Business Requirements, Technology Implementations, Security and Risk, featuring executives from Aspect Capital; Financial Insights; Kirkpatrick & Lockhart; MFS; Netage Solutions; Putnam Investments; Rydex Capital Partners; and William Gallagher Associates.

  • Doing Business Across Borders, featuring executives from Babson Capital Management; Citizens Financial Group; Federal Reserve Bank of Boston; Fiserv; ICICI Bank; Merrill Lynch; Sovereign Bank; and State Street.

Council Representative:

To learn more about the Financial Services Cluster contact Heather Johnson, VP Strategic Relations, 781-993-9000 x207, heather@masstlc.org

 

Thanks to our Financial Services Cluster Sponsor: