At NextGen Ops: Demo Day, you step into the future of financial services with a hands-on innovation showcase, featuring cutting edge solutions that are solving some of our industry's biggest challenges across the trade lifecycle.
On November 12, attendees got an exclusive look at the innovations driving smarter, faster, and more efficient operations - including AI, post-trade automation, cloud, data modernization, and more. They also:
✔️ Connected with experts
✔️ Experienced live demos
✔️ Saw real-world use cases in action
Speaker
Stephen Byron, Managing Director, Head of Technology, Operations and Business Continuity, SIFMA
Sponsored by Capco
Artificial intelligence is reshaping how trades are initiated, executed, and completed. Join us for a panel discussion exploring its impact across the entire lifecycle — from client onboarding and trade execution to post-trade processing and settlement. Panelists will share real-world applications, highlight business outcomes, and discuss how oversight and risk management must adapt as AI becomes embedded in market infrastructure.
Moderator
Chelsea Mattias, Partner, Global Head of Capital Markets, Capco
Panelists
Mike Fiscella, Managing Director, Global Head of Firmwide Operations, Jefferies
Joseph J. Sheirer, Senior Vice President, Corporate Financing & Advertising Regulation, FINRA
Steve Shillingford, President and CEO, DeepSee
Sponsored by AccessFintech
Post-trade is a team sport. AccessFintech’s Synergy + SynergyIQ turn fragmented workflows into one shared, real-time picture across buy-side, sell-side, custodians, and primes. In this live demo, we surface fails risk before it happens, auto-route exceptions, compress cycle time to T, and give every party the same facts—no swivel-chairing, no reconciliating threads. AFT becomes your data gateway to the ecosystem—and the fastest path to T+1/T+0.
Speakers
Chris Daur, Chief Revenue Officer, AccessFintech
Tom Granelli, Chief Product Officer, AccessFintech
Sponsored by Broadridge
Shortened settlement cycles have created a landscape where operational speed, accuracy, and scalability are paramount. It is critical for financial institutions to adopt real-time operational intelligence and automation solutions. Discover how our enhanced agentic AI capabilities address these needs, enabling you to transform your post-trade processing.
Speakers
Joseph Lo, Head of Enterprise Platforms, Broadridge
Santosh Vazarkar, Head of Product Management, Capital Market Post Trade, Broadridge
Kiran Vemuri, VP, Product Management, Broadridge
Sponsored by FIS
Timely, accurate data is central to firms’ ability to service clients, meet their regulatory responsibilities and drive profitability. With data volumes and complexity rising, a fresh reconciliations approach will be key to unlocking efficiencies and putting capital to work effectively. Our commitment to continuous optimization ensures our Optimized Reconciliation Service adapts to changing requirements and combats auto-matching degradation. Our AI powered virtual reconciler will reduce or eradicate unnecessary manual matching by learning how your human reconcilers manually match items and then predict how they would act in a range of scenarios. Join us to learn how we combine our proven, innovative reconciliations software with dedicated support experts, to offer a better way to meet your data reconciliations challenges.
Speaker
Patrick Norero, Director, Product Line Manager, FIS
Sponsored by Sia
Sia will showcase the capabilities of RegMatcher, an innovative AI tool that utilizes advanced large language models (LLMs) to streamline the intricate and time-consuming process of aligning internal policies with evolving regulatory requirements. RegMatcher efficiently compares internal control documentation against regulatory mandates, aligning regulations with existing policies and controls. It performs automated gap analyses to pinpoint discrepancies, ensuring that policies, standards, and procedures are optimized for compliance.
Speakers
Zoya Ashirov, Associate Partner, Financial Services, Sia
Matt Curran, Managing Director - Risk, Regulatory, And Compliance, Sia
Speaker
Stephen Byron, Managing Director, Head of Technology, Operations and Business Continuity, SIFMA
Is your firm a SIFMA member? Check our Member Directory.
Please note: registration is now closed. Questions? Contact SIFMA Conferences.
Cancelations received on or before Oct. 30 will receive a refund minus a $75 processing fee. Submit via email to SIFMA Conferences. No refunds will be granted for requests received after the deadline or no-shows.
Inappropriate behavior at SIFMA events is not tolerated. View our Code of Conduct and anonymous incident report form.
It is a priority to make our events inclusive and accessible for all. For questions or requests, please contact SIFMA Conferences.
Our sponsors specialize in products and services for operations, technology and BCP professionals in the financial services industry.
For sponsorship inquiries, please contact Scott Kramer at 212.313.1119.
