Connect with Clearwater at the New York Stock Exchange

We’re excited to be at the New York Stock Exchange for a half-day educational session. We hope to see you there!

Join us for a morning of networking, industry insights, strategies for enhancing client satisfaction through advanced reporting infrastructure, and best-in-class data management practices. For fun, we’ll add a stop on the trading floor for the opening morning bell.

Register today to join us in New York City!

Date: Tuesday, May 7
Time: 8 a.m. – 12 p.m. EDT (Breakfast & lunch provided)
Venue: The New York Stock Exchange (11 Wall St, New York, NY 10005)

Agenda:

• 8 – 9 a.m. – Networking breakfast & registration
• 9 – 9:45 a.m. – Morning bell on the trading floor
• 9:45 – 11:30 a.m. – Industry insights & strategies for achieving more client engagements through faster reporting infrastructure
• 11:30 a.m. – 12 p.m. – Networking lunch

Attend to:

• Explore the nuances of developing an ideal client data reporting data hub to help retain and acquire new business.
• Gain insights into what constitutes best-in-class data management and how to leverage it to drive positive flows.
• Discover a data-first approach that can revolutionize client engagement while reducing client inquiries, operational overhead, and resource allocation.
• Uncover actionable next steps for elevating your overall client experience.

Don’t miss this opportunity to stay ahead of your competition. Reserve your seat now and unlock the secrets to delivering unparalleled client satisfaction.

Questions? Please contact madelinethomas@clearwateranalytics.com.