InvestorCOM is hosting a Client Forum to discuss Client Focused Reforms on February 28 th . It will be a small group of senior Financial Services compliance professionals representing all the major dealers (banks, insurance, and independent). As a partner delivering compliance solutions, InvestorCOM has a history of working with industry leaders and creating innovative […]
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Check out highlights from our annual client conference “Bridging to a Digital Tomorrow” which was held on Tuesday June 26, 2018 at the Arcadian Court in Toronto. Our speakers covered a wide range of topics including the “Beauty of Discomfort”, Open Banking, how to launch a Digital FI, achieving 60% e-migration for client reporting, Digital […]
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Watch some of the highlights from our annual client conference “Disruption in the Wealth Management Industry” which was held on Tuesday, June 27, 2017 at Arcadian Court in Toronto. Our speakers commented on changing consumer behaviours; unlikely new competitors; FinTech; and, a changing regulatory landscape. Stay tuned for information on our 2018 conference! Conference Details […]
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Thank you for joining us at our annual conference which was held on Tuesday, June 27, 2017! We thank everyone who attended and hope you enjoyed our expert perspectives on the disruptive forces in the marketplace. Our speakers commented on; changing consumer behaviours; unlikely new competitors; FinTech; and, a changing regulatory landscape. This conference was […]
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InvestorCOM held a user group session for eight of its mutual fund clients at the King Edward Hotel in Toronto. The half-day session was an opportunity for Publisher users to discuss and share best practices for InvestorCOM’s automated document composition solution when it comes to the creation of Fund Facts, MRFP’s, Financial Statements, Prospectus and […]
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