AM TECH DAY ENG 2019

ABOUT THE EVENT

A event

Just before the great (R)evolution

Asset managers, wealth managers, asset owners, insurers and FinTechs: what decisions should you take today to stand out of the crowd tomorrow?

AM TECH DAY is the European market event dedicated to the impact of technological innovation on the asset management industry and led by asset managers, wealth managers, asset owners, insurers and FinTechs.

For the 2019 event, L’Agefi staff have drawn up a one-day programme comprising an opening conference followed by 9 discussion sessions in which top experts analyse the main challenges facing the asset management community today. The challenge is no longer to incorporate the concepts of AI, big data, deep learning or blockchain technology in an experimental manner or to part of their operations but to use them to adapt, optimise and improve their organisation and business model and so create a competitive advantage. Early adopters of the new technologies will talk about their transformation and experiences. For others, the big issue now is to take the right decisions ahead “just before the great (R)evolution” in the industry.

For others, the purpose of the event is to understand their positioning and assess their progress or, perhaps, delay on a European and global stage.

We will be delighted to discuss these issues with you at the Palais Brongniart, Paris.

PROGRAMME

Click here

INTERVENANTS

EDEN AGBOLAN

Frédéric ALCARAS

Alexandre ANCET

Emmanuel ASFAR

Stéphane ASTIER

Pascale AUCLAIR

Serge BAUDIN

Niall BELLABARBA

Frédéric BERNARD

Pauline BERNARD

Paul BEZAULT

Alex BIRKIN

Rob BOARDMAN

Christophe BONNEFOUX

Jean BOUCHER

Nicolas de BRETEUIL

Paul BUREAU

Yann CHARRAIRE

Julien CHARTIER

Anne CHONÉ

Jean-François CIRELLI

Julien CIROUX

Arnaud CLAUDON

Emmanuel COLSON

João CORREIA DA SILVA

Daniel DAHINDEN

Domitille DESSERTINE

Richard DODDS

Xavier DOUSTEYSSIER

Philippe DULUC

SOPHIE ECHENIM

Muriel FAURE

Yanina FEDYUNINA

Laurent de FENOYL

Myriam FERRAN

Emmanuel FOUGERAS

William FINNEGAN

Sylvain FORTE

Jonathan GANE

David GIBLAS

Jean-Pierre GRIMAUD

Laurent GUIHARD

Michael HERSKOVICH

Jean-Robert HERVY

Hermin HOLOGAN

Romain JÉROME

Stephen JOHNS

Yoann JUGE

Samir KHELIFI

Zakaria LAGUEL

Wilfried LAUBER

Patrick LEFEVRE

Denis LEHMAN

Daniel LEON

Guillaume LESAGE

Antoine LOUDENOT

Laurent MAJCHRZAK

Emmanuel MANGIN

Howard MANNION

Sophie MAROT-RÉMY

Hervé MERCIER-YTHIER

Clément MIGLIETTI

Aidan MILLAR

Philippe MODAI

Arthur MORAGLIA

Marie NEMOND

Magali NOÉ

Roberto OLIVIERI

Xavier de PAUW

Jean-Paul TEURQUETIL

Bertrand TILLAY-DOLEDEC

Julien RAIMBAULT

Vincent RASCLARD

Neil RATHI

Carole RIGATTIERI

Nicolas ROSSIGNOL

Vitus ROTZER

Manuel ROUSSEL

Lat-Dior SECK

Fabrice SILBERZAN

Arash SOROUCHYARI

Chen SUI

Will TSENG

Edward TURNER

Jürgen VANDENBROUCKE

Frédéric VAQUIÉ

Steve VERLINDEN

Frédéric VIARD

Philip WATSON

Olivier WERY

Doug WINTER

PHOTOS

VIDEOS

VIDEO BEST OF

Alex BIRKIN, Partner, global advisory wealth & asset management leader, EMEIA wealth & asset management leader - EY

Anthony CHARRIE, Principal public policy - EMEA - OLIVER WYMAN

Arash SOROUCHYARI, Head of technology platform strategy & design - LOMBARD ODIER

Florence ANGLÈS, Chief risk officer - REYL & CIE

Magali NOÉ, Chief digital officer group - CNP ASSURANCES

Nicolas ROSSIGNOL, Managing director, French speaking EMEA - QONTIGO

Pascale CHEYNET, Innovation and marketing director - GROUPE LA FRANÇAISE

Paul BEZAULT, Founder & CEO - ASSET SAGACITY

Rob BOARDMAN, CEO - VIRTU ITG EUROPE LIMITED BECOME A PARTNER

Serge BAUDIN, Co-founder & CEO - ADDVENTA

Sophie MAROT-RÉMY, Chief digital officer - EULER HERMES FRANCE

Steve VERLINDEN, COO, product manager - NADI SOLUTIONS

Sylvain FORTE, Co-founder & CEO - SESAMM

Tony GUIDA, Senior quant research - RAM ACTIVE INVESTMENTS

Wilfried LAUBER, Chief information security officer - AXA INVESTMENT MANAGERS

Richard JONES, CEO - FFYN and Jean DEVAMBEZ, Chairman – FFYN

Guillaume AURINE, Directeur marketing produits – SALESFORCE

Raphaël ISVY, Responsable des ventes – AMFINE

Anders Rox HANSEN, Head of Aladdin Client Engagement EMEA - BLACKROCK

Philippe PATIN, Sales Director - INFRONT

Aldric Dupaïs, Directeur asset management Europe - LINEDATA

Adina Grigoriu - CEO - Active Asset Allocation

AWARDS

The AM TECH DAY AWARDS each year recognise investment management and fintech companies specialising in the area of asset management offering the most innovative customer services and technological solutions of the year. All companies active in Europe in the area of asset management (asset management companies, private banks, insurance companies, family officers, wealth management advisors, fintechs, software providers etc.) are eligible to apply for the AM TECH DAY AWARDS.

The award ceremony will be held at 1:00 pm of the 2019 AM TECH DAY event on Tuesday 8 October at Palais Brongniart

Award categories

Best customer experience award.
Award for most innovative start-up of the year (less than 5 years old).
European fintech award – Best international development.
Award for most innovative technological solution of the year.
Award for best investment process-improving initiative.
AMTech leader award.

AWARDS WINNER

BEST CUSTOMER EXPERIENCE AWARD

AMUNDI AM

AWARD FOR MOST INNOVATIVE START-UP OF THE YEAR

MY SMART RFP

EUROPEAN FINTECH AWARD - BEST INTERNATIONAL DEVELOPMENT

SESAMM

AWARD FOR MOST INNOVATIVE TECHNOLOGICAL SOLUTION OF THE YEAR

SOCIETE GENERALE PRIVATE BANKING

AWARD FOR BEST INVESTMENT PROCESS-IMPROVING INITIATIVE

EQUISAFE

AMTECH LEADER AWARD

NAPOLEON AM

REGISTRATION

PRACTICAL INFORMATION

PALAIS BRONGNIART
16 Place de la Bourse
75002 Paris

PARTNERS

STRATEGIC

BNP PARIBAS SECURITIES SERVICES

Contact Commercial :
Pauline Bernard, Directrice des relations commerciales institutionnelles – France / Head of Sales and Relationship Management for Institutional Investors and Banks - France / +33 1 42 98 34 92 / pauline.bernard@bnpparibas.com

BNP Paribas Securities Services is a multi-asset servicing specialist with local expertise in 36 markets around the world and a global reach covering 90+ markets. This extensive network enables us to provide our institutional investor clients with the connectivity and local knowledge they need to navigate change in a fast-moving world. As of 31 December 2018, BNP Paribas Securities Services had USD 10.660 trillion in assets under custody, USD 2.662 trillion in assets under administration, 10,545 funds administered and 11,932 employees.
SEISMIC SOFTWARE

Contact Commercial :
Sebastien Boitelle, Regional Vice President, EMEA Sales / +33 6 98 95 13 57 / sboitelle@seismic.com

Seismic is the recognized leader in sales and marketing enablement for financial services firms worldwide. Seismic’s platform gives asset and wealth management firms and business banks the ability to deliver the right client content at the right time, facilitating a world-class client experience. With Seismic, marketing teams are automating the personalization and delivery of client-facing materials via machine learning and Seismic’s award-winning LiveDocs® technology, which are automatically accessed by distribution teams at any time, on any device, and always fully compliant, allowing them to spend more time developing and nurturing client relationships. Seismic has more than 600 enterprise customers worldwide and is headquartered in San Diego with additional offices in North America, Europe, and Australia. For more information about Seismic’s sales enablement solution, please visit www.seismic.com.

PLATINUM

AMUNDI SERVICES

Contact Commercial :
Romain Sauvage, Marketing & Produit / +33 1 76 32 44 36 / romain.sauvage@amundi.com

Amundi Services is a strategic business line of Amundi, offering outsourced solutions and services to asset managers and institutional investors. The asset management Europe leader* opens his platform to support clients reshaping their operating model. Amundi Services is committed to provide high value and quality services based on reliable, industrial and fully integrated platform. - Dealing activities outsourcing - ALTO**, the Portfolio Management System - Fund Hosting, ManCo services in France, Luxembourg, Austria and Ireland * Source: IPE “Top 400 asset managers” publié en juin 2019 ** ALTO: Amundi Leading Technology & Operations
BLACKROCK

Contact Commercial :
Jérôme Parzy, Director, Business Development - BlackRock Solutions

BlackRock was founded in New York in 1988 by eight partners, four of whom still hold positions in the company today. BlackRock has become the market leader in asset management thanks to a solid organic growth strategy and also by acquiring several asset management companies. BlackRock manages USD 6,840 billion in assets at the end of June 2019. BlackRock offers its clients the Aladdin platform which combines sophisticated risk analytics with comprehensive portfolio management, trading and operations tools on a single platform to power informed decision-making.
SIMCORP

Contact Commercial :
Thomas Van Cauwelaert, Vice-Président Sales & Marketing, SimCorp Europe du Sud / Vice-President Sales & Marketing, SimCorp Southern Europe / +33 1 55 35 54 54 / thomas.vancauwelaert@simcorp.com

SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, and sovereign wealth funds. Its core solution, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading IBOR (Investment Book of Record). In France, we have major references such as : AXA Investment Managers, BNP Paribas Securities Services, CNP Assurances, Exane, EdRAM, Generali, Groupama Asset Management, METROPOLE Gestion, Swiss Life Asset Managers.

GOLD

BLOOMBERG

Contact Commercial :
Paul Sarkissian, Bloomberg AIM Sales Manager - France / +44 20 35258239 / psarkissian@bloomberg.net

Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg’s comprehensive and integrated enterprise solutions help buy-side firms generate alpha, develop and service clients, remain compliant and grow profits in the face of change. Bloomberg enables buyside firms to manage front office, market, counterparty, liquidity, operational and portfolio risk all in one comprehensive solution and data distribution and management solutions help achieve operational efficiency, consistency and mitigate risk. From a single solution to a complete end-to-end workflow, Bloomberg’s integrated services are tailored to your needs to increase your efficiency and productivity.
CACEIS

Contact Commercial :
Bruno Bourbonnaud, Head of Regional Coverage France/ + 331 57 78 27 11 / bruno.bourbonnaud@caceis.com

CACEIS is the asset servicing banking group of Crédit Agricole dedicated to institutional and corporate clients. Through offices across Europe, North America and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, depositary and custody, fund administration, fund distribution support, middle office outsourcing and issuer services. With assets under custody of €2.6 trillion and assets under administration of €1.7 trillion, CACEIS is a European leader in asset servicing and one of the major players worldwide (figures as of 31 December 2018).
IHS MARKIT

Contact Commercial :
Aurélien Podvin, Account Management / +33 1 76 76 68 96 / +33 7 88 29 42 09 / aurelien.podvin@ihsmarkit.com

IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and expertise for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world's leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.
INFRONT

Contact Commercial :
Joachim Rosli, Head of Sales / +4723310006 / Joachim.Rosli@infrontfinance.com

Infront offers a powerful combination of global market data, news, analytics and trading tools. With the recent acquisition of vwd Group, Infront’s product coverage also includes data and feed solutions, solutions for portfolio management and advisory, regulatory compliance as well as publication and distribution solutions. Our combined 3,600 customers and over 90,000 professional users benefit from the highest level of expertise in regulation, private wealth, market data and the frictionless interaction of the diverse solutions covering their complete workflow. More than 500 employees in 14 countries across Europe and South Africa apply their expertise to meet the challenges of our clients, ensuring they continuously receive the best solutions and services. Infront is listed on the Oslo Stock Exchange.
LINEDATA

Contact Commercial :
Mathilde Bélédin, Responsable Marketing EMEA, +33 1 73 43 70 79 / mathilde.beledin@se.linedata.com
Linedata Asset Management offers a robust, configurable platform of software, data and services that enable our wealth, institutional and alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders. With over 20 years’ experience, Linedata delivers humanized technology that empowers leading asset management and credit industry firms worldwide to evolve and operate at the highest levels.
- www.linedata.com
NEOXAM

Contact Commercial :
Yan de Kerland, Head of Sales EMEA - NeoXam / +33 1 49 11 30 15 / yan.dekerland@neoxam.com

NeoXam is a global financial software company specializing in solutions and services for the buy-side and sell-side. We automate complex processes at the heart of our clients' industries, enabling them to improve their competitiveness, better serve their clients and further manage their growth.
NEW ACCESS

Contact Commercial :
Eglantine Mangin, Head of Product Marketing / +33 (0)1 73 06 26 80 / eglantine.mangin@newaccess.ch

New Access provides agile and scalable Front-to-Back software solutions designed to meet the specific requirements of the private banking and wealth management industries. Evolving in a complex and changing regulatory environment New Access’ solutions help bankers to connect conveniently and efficiently with their clients thanks to new digital channels. Our offer covers the full client relationship lifecycle from account opening, through client data and document management to the management of their portfolios. New Access solutions can be delivered "On Premise" on the technical infrastructure of the bank, or in private SaaS as part of customized services including the operation, monitoring and complete management of its applications. New Access employs more than 200 private banking and software specialists in Geneva, where its headquarters are located, and in its locations in Luxembourg, Miami, Paris, Singapore, Tunis and Zurich.
S&P GLOBAL MARKET INTELLIGENCE

Contact Commercial :
Stéphanie Huard, Head of Continental Europe, Relationship Management / +331 40 75 25 29 / Stephanie.huard@spglobal.com

S&P Global Market Intelligence We provide essential intelligence for individuals, companies and governments to make decisions with conviction. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). For more information, visit www.spglobal.com/marketintelligence.
SOCIETE GENERALE SECURITIES SERVICES

Contact Commercial :
Diallo Lucile, Marketing manager / +33 1 57 29 06 19 / lucile.diallo@sgss.socgen.com

Societe Generale’s diversified bank model is based on complementary businesses around the world. The Group’s expertise in securities services offers clients with core banking services and the security of a global custodian. SGSS provides a toolbox of solutions and innovative, value-added securities services that allow clients to meet the burden of regulatory change and concentrate on their core mission. The SGSS client portal provides a variety of online tools to manage, control and pilot their operations. Our ambition is to be the reference partner in our main markets, recognized for our service quality and competitiveness, agile solutions and international network coverage. We build long-lasting, collaborative relationships with our clients to help them go further in their development. In today’s constantly evolving and complex world, we strive to provide our clients with increasingly efficient and reliable securities services on a daily basis to ensure they get ahead.

SILVER

ABAKA

Contact Commercial :
Jonathan Gane, Director of Business Development & Partnerships / +44(0)7534475606 / Jonathan.gane@abaka.me

ABAKA’s financial-advice-as-a-service solution, powered by AI, provides all players in the finance industry the ability to engage, educate and empower their customers. We provide digital retirement advice at scale. If you’re ready to revolutionise your customer experience and partner with us, please make sure you visit our stand.
ACCENTURE

Contact Commercial :
Estelle Verzeaux, Responsable Marketing Accenture / 01 53 23 60 33 / estelle.verzeaux@accenture.com

Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 482,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.
ACTIVE ASSET ALLOCATION

Contact Commercial :
Thomas Mathivet, Responsable Commercial Distribution & Investisseurs Institutionnels chez Active Asset Allocation - +33 6 40 49 88 14 - thomas.mathivet@aaaic.com

Active Asset Allocation is a FinTech with proven track-record and recognized expertise. We design, with the help of Artificial Intelligence engines, bespoke investment solutions based on a proprietary risk management methodology and deliver them through an integrated digital platform. AAA offers many different services, supported by extensive research and a team of 15 experts: 1. Portfolio Risk analysis 2. Goal based investment solutions design or optimization (AI) 3. Dynamic risk control framework for portfolio managers (AI) 4. Dynamic allocations, monitoring of investment strategies 5. Strategic allocations, optimization according to an individual project (AI) 6. Individual reporting, summarizing monthly performance and changes on the portfolios (AI) 7. Distribution of mass-customised solutions, sales and monitoring of saving products to advisors and monitoring for end customers 8. Individualized strategy with drawdown control 9. Global Risk Indicator (AI) 10. Historical simulation and filtered historical simulations 11. Decision-making tool by refining the amounts to invest or the savings period of an individual project The digital platform features different groups of modules for different users: - Financial engineering teams - Institutional Investors (B2B) - Financial Advisors - Clients of the financial advisors (B2B2C) Specialties: Quantitative Asset Allocation models, Downside risk protection beyond volatility control, Dynamic Core Satellite (DCS), Asset Liability Management (ALM), Dynamic Liability Driven Investments (Dynamic LDI), Life Cycle, Product Design, Portfolio Construction, risk measurement, risk modeling.
AMFINE

Contact Commercial :
Charles Seigle-Goujon, Sales Director - cseigle@amfinesoft.com - +33 6 38 89 91 22

Founded in 2006, AMFINE is one of the leading and most comprehensive fund and regulatory reporting service providers in Europe, with an emphasis on its integrated proprietary software combined with managed service provision, enabling our clients to benefit from our strong expertise and to focus on their core activities. Our Services (Repository, Prospectus, factsheets, PRIIPS, AIFMD, S2) are today being used by leading Asset management players, Insurers, Asset servicers as well as Fund Management boutiques in Europe.
AQMETRICS

Contact Commercial :
Phoebe Toal, Marketing Executive, AQMetrics / +33 1 42231606 / phoebe.toal@aqmetrics.com

AQMetrics is one of the world’s leading regulatory technology (“RegTech”) providers. Since inception AQMetrics has continually improved and evolved its technology offering and offers a full risk management and regulatory reporting platform to its clients: from $bn hedge funds, alternative investment managers, MiFID firms, asset servicing providers, fund administrators and banks. Award winning AQMetrics now provides RegTech solutions to a number of the top global fund administrators and asset servicing teams in addition to directly servicing fund managers who require direct access to multi-jurisdictional regulatory reporting technology.
AXIOMSL

Contact Commercial :
Jean-Philippe Bartoli, Regional Sales Manager / + 33 6 15 49 54 92 / jbartoli@axiomsl.com

AxiomSL is a global leader in risk-data management and regulatory-reporting solutions. Leveraging over 25 years’ experience, AxiomSL combines deep industry experience and an intelligent data-management platform to deliver solutions and services around regulatory and risk reporting, operations, Securities Financing Transactions Regulation (SFTR), global shareholding disclosures and tax analytics. Its enterprise-wide platform enables clients to reduce implementation costs, accelerate time-to-market, deliver trusted information and defend audits. Its client base spans regional and global financial institutions with assets totaling more than $43 trillion and investment managers with more than $9 trillion under management. Its coverage encompasses over 110 regulators across 55 jurisdictions.
BOTTOMLINE

Contact Commercial :
emea-info@bottomline.com / +44 (0)20 71050 000

Bottomline Technologies (NASDAQ: EPAY) helps make complex business payments simple, smart, and secure. Corporations and banks rely on Bottomline for domestic and international payments, efficient cash management, automated workflows for payment processing and bill review, and state of the art fraud detection, behavioral analytics and regulatory compliance solutions. Thousands of corporations around the world benefit from Bottomline solutions. Headquartered in Portsmouth, NH, Bottomline delights customers through offices across the U.S., Europe, and Asia-Pacific. For more information visit www.bottomline.com.
CHARLES RIVER A STATE STREET COMPANY

Contact Commercial :
Sue HILLWOOD Marketing Manager / +44 20 7397 6830 / SueHillwood@crd.com

Charles River Development, A State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 30 countries use Charles River IMS to manage more than US$25 Trillion in assets as of April 2019 in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 925 employees in 11 regional offices. www.crd.com
CME GROUP

Contact Commercial :
Traiana : Julienh@traiana.com, Head of Sales, Traiana and Optimisation Sales COO / +44207818-9492 // triResolve : david.white@trioptima.com, Head of Sales TriOptima / +442073822851 // CME Regulatory Reporting : Chris.dingley@abide-financia.com,

As the world's leading and most diverse derivatives marketplace, CME Group (www.cmegroup.com) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products and metals. The company offers futures and options on futures trading through the CME Globex® platform, fixed income trading via BrokerTec and foreign exchange trading on the EBS platform. In addition, it operates one of the world's leading central counterparty clearing providers, CME Clearing. With a range of pre- and post-trade products and services underpinning the entire lifecycle of a trade, CME Group also offers optimization and reconciliation services through TriOptima, and trade processing services through Traiana.
COGNIZANT

Contact Commercial :
Sophie Baumeyer, Director, Consulting Asset Management / +33 (0) 1 85 64 58 29 / +33 (0) 6 24 16 80 91 / Sophie.Baumeyer@cognizant.com

Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. We are a Financial Services specialist partnering with the top 10 European financial institutions and with 7 of the top 10 global insurers. In figures: close to 286,000 associates including 7,000 consultants, $16bn revenue.
EY

Contact Commercial :
Hermin Hologan, Associé / Partner, Lead Wealth & Asset Management France / +33 1 46 93 86 93 / hermin.hologan@fr.ey.com

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
FACTSET

Contact Commercial :
Veronique Luizet, Vice President, Regional Director, France & Geneva / +33 (0)1 76 71 11 04 / veronique.luizet@factset.com

For over 40 years FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than +88,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France.
FINANCE INNOVATION

Contact Commercial :
Vincent Lapadu-Hargues, Responsable de la filière Gestion d’Actifs et de l’accompagnement R&D, 01 73 01 93 92 – 06 80 03 93 81, Vincent.Lapadu-Hargues@Finance-Innovation.org
FINANCE INNOVATION, the sole Global Competitiveness Cluster in France dedicated to the financial sector, was founded in July 2007 by Mrs. Christine Lagarde, Minister of the Economy on behalf of French government in partnership with the Paris financial center. It brings together all the players in the financial ecosystem – Financial Institutions, Large Enterprises, Academic institutions (Grandes Ecoles, public and private Research Laboratories), Startups/FINTECHS – with a view to foster the creation of innovative projects, either collaborative or held by start-ups, and boosting the competitiveness of the financial centre, the growth of companies of all sizes and job's creation in France and around the world.
- finance-innovation.org
FINASTRA

Contact Commercial :
Nicolas de BRETEUIL, Senior Sales & Account Manager at Finastra / Nicolas.deBreteuil@finastra.com / +33 1 53 89 42 68 - + 33 7 79 91 69 80

Finastra unlocks the potential of people and businesses in finance, creating a secure and reliable platform for open innovation. Formed in 2017 by the combination of Misys and D+H, we provide the broadest portfolio of financial services software in the world today. Finastra’s customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra technology.
FUNDSQUARE

Contact Commercial :
Paolo Brignardello, Head, Product Management and Marketing, Fundsquare/ +352 28 370 528 / paolo.brignardello@fundsquare.net

Fundsquare is a platform dedicated to the investment fund industry to facilitate the technical connections between professional investors and management companies. Our solution consists of three main areas: regulatory reporting services, fund data exchange and transmission services, and order management services.
GFI
INFORMATION BUILDERS

Contact Commercial :
Vahé Ohanians, Sales Director / +33 1 49 00 66 09 / +330607764970 / vahe_ohanians@ibi.com

We believe data and analytics are the drivers of digital transformation, and we’re on a mission to help our customers capitalize on new opportunities in the connected world. We've got this. We know a thing or two about innovation and disruption. After all, we were helping customers understand big data 30 years ago. Energized by our passionate employees around the world, we’re stronger than ever, and our products and services have never been more relevant. The technology landscape may be constantly shifting, but our mission remains the same: To help our customers thrive through the pervasive use of data and analytics at scale in every aspect of the business - for all users and all use cases. With Information Builders, there are no limits on your people or your potential to achieve greatness.
JUMP

Contact Commercial :
Alexandra Fougeras, CEO / 01 53 82 80 62 / Alexandra.fougeras@jump-informatique.com

JUMP is a leading software provider of investment management solutions dedicated to the financial industry: Asset Management, Wealth Management, Life Insurance, Pension Funds, etc. While adressing specificities of each actor, JUMP covers the entire investment value chain, for a whole range of financial instruments, in a single Front-to-Back and modular solution. By adopting JUMP, you will be driven by Agility and Innovation, helping you tackle ever-changing transformation challenges: Data Intelligence, Digital Experience, Regulatory Compliance, Alternative Investment, etc.
KURTOSYS

Contact Commercial :
Louise Biloa, Global Business Development Manager - +44 7770184656 - louise.biloa@kutosys.com

Kurtosys provides a "Cloud-first" Enterprise Experience Platform for the financial services industry. Our SaaS technology allows teams to build engaging digital experiences and documents that increase client retention and enable sales efficiency. Our users - from sales, marketing, distribution and client service teams - are able to build websites, secure communities, employee portals, data visualisations and all their sales, marketing and client reporting materials in one secure environment. Founded in 2002, Kurtosys is trusted by some of the world’s largest financial brands that include banks, wealth managers, mutual fund providers and alternative investments.
LEGTECH

Contact Commercial :
Legtech SAS / +33619934572 / jeanfrancois.poulnais@legtech.global

Legtech : Your Legal Software Company LegTech is a technological company designed by Asset Management lawyers for asset management lawyers whose philosophy is based on 3 pillars : 1. Highlight legal data 2. Offer simple tools of use 3. Respond effectively to the challenges of legal services Legtech applications formed the ecosystem LegStack connection LegStack covers the entire contractual operational chain by allowing you to create, manage, store your contractual documents and attachments as well as exploit the data from these documents (contracts of contracts / distribution). And that, while making you benefit from a last generation ergonomics. The functional expertise of LegTech ensures you solutions to adapt to your needs and turnkey. LegTech was born from the observation of the contractual framework of the financial markets and the inadequacy of the existing tools with the functioning of the financial actors and their legal service. LegTech has provided a response to the financial players and now proposes to extend it to your sectors of activity.
MARGO

Contact Commercial :
Laura Audinot, Marketing & Communication Director - 06 78 89 74 09 - laura.audinot@margo-group.com - contact@margo-group.com

Margo is a Tech Native consulting firm accompanying companies in their digital transformation on highly technical complex projects. Its offers are organized around 4 expertises: Business Agility, High Performance IT, Data to Business and IT modernization. By putting innovation at the heart of its model, Margo guides companies in their strategic choices and in the creation of new technologies, in order to gain a competitive advantage. Margo also benefits from the ecosystem of startups created by its founders thanks to the startup studio #LaPiscine.
MORNINGSTAR

Contact Commercial :
Lucia Melluzza, Responsable Commerciale / +33 1 55 50 13 20 / Lucia.Melluzza@morningstar.com

Morningstar is a global leading provider of financial information and independent investment research. Morningstar helps you : - Optimize your market data costs on all asset classes: operational and proprietary data, ESG indicators, documents, valuation including real-time feed; - In the digitization of your customer journey: business components, API and webservices. Morningstar also offers a software suite for investment selection, portfolio construction and optimization to asset managers, wealth managers and advisers.
MSCI

Contact Commercial :
Yves Bonamy, Managing Director / +33 1 56 79 07 31 / yves.bonamy@msci.com

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visit www.msci.com.
MUREX

Contact Commercial :
Manuel Roussel, Business Development / +33 1 44 05 65 10 / Manuel.ROUSSEL-ROQUES@murex.com

For more than 30 years, Murex has been providing enterprise-wide, cross-asset financial technology solutions to capital markets players. Its cross-function platform, MX.3, supports trading, treasury, risk and post-trade operations, enabling clients to better meet regulatory requirements, manage enterprise-wide risk, and control IT costs. With more than 50,000 daily users in 60 countries, Murex has clients in many sectors, from banking and asset management to energy and commodities. Murex is an independent company with over 2,000 employees across 17 countries. Murex is committed to providing cutting-edge technology, superior customer service, and unique product innovation.
NAMFI

Contact Commercial :
Sam Richmond-Brown, Directeur du Développement 01 78 40 33 73 / 06 72 30 39 05 / sam.richmondbrown@namfi.natixis.com / clientsupport@namfi.natixis.com

Founded in 2009, we are a buyside dealing desk that specialises in receiving and transmitting orders and also providing access to a custom built securities lending program. Our firm is owned by the BPCE group, the second largest banking group in France. We leverage our expertise and high performance infrastructure to offer trade execution solutions tailored to meet your needs and regulatory requirements.
Qontigo

Contact Commercial :
Alexandra Billon, Director, Axioma, Telephone No.: 44 (0) 20 3884 1163 - Email: abillon@axioma.com
Qontigo is a financial intelligence innovator and a leader in the modernization of investment management, from risk to return. The combination of the company’s world-class indices and best-of-breed analytics, with its technological expertise and customer-driven innovation, enables its clients to achieve competitive advantage in a rapidly changing marketplace. Qontigo’s global client base includes the world’s largest financial products issuers, capital owners and asset managers. Created in 2019 through the combination of STOXX, DAX and Axioma, Qontigo is part of Deutsche Börse Group, headquartered in Eschborn with key locations in New York, Zug and London. www.qontigo.com
- www.qontigo.com
RIMES

Contact Commercial :
Amelie Blain, Sales Manager/ +33 1 87 39 35 74 / Amelie.Blain@rimes.com

Founded in 1996, RIMES is an award winning managed data services and RegTech solutions provider that truly understands the data management and compliance challenges faced by its clients. It serves over 350 asset managers, owners, servicers and banks in 40 countries including 60 of the 100 largest global asset managers and 9 of the 10 largest asset servicers by TAUM.
SALESFORCE
SCALED RISK

Contact Commercial :
Hugo Ratero, Directeur commercial et partenariat / +33 6 42 12 34 21 / Hugo.ratero@scaledrisk.com

Founded in 2012, Scaled Risk is a data solution designed for the financial industry. By reconciling data from all sources and formats, we address issues of data quality, governance and exploitation and create new services for financial businesses : Reporting automation (MIFID II, Solvency), fund transparency, on-demand ESG rating, repository creation, investor knowledge. We support our clients in the digitalization of their organization. On cloud or on-premise, our technologies allow for strong auditability, high volume and high execution speed. Composed of a team of experts, we offer our solution as well as the business support necessary for the success of data projects. Site Internet : http://www.scaledrisk.
SEABIRD

Contact Commercial :
Michael Belhassen - Manager associé - 06 48 35 75 14 - mbelhassen@seabirconseil.com
- www.seabirdconseil.com
SIA PARTNERS

Contact Commercial :
Jean-Frédéric Chardon, Associate Partner / +33 6 73 60 24 13 / jean-frederic.chardon@sia-partners.com

Sia Partners, a French global management consulting firm has decided to strengthen its clout across the investment management industry. It intends to do so by building on its strong expertise regarding European and global regulatory norms, the evolution of the client relationship and the emergence of new-comers and disruptive new technologies. Launched in 1999, the firm who numbers 1500 consultants will reach €200m of revenues by 2019 with a strong growth in the financial services sector (of which the wealth and asset management will represent 35%). Three specificities are behind this success: the international vision with a presence on 4 continents and 16 countries, the ability to merge the business advisory with a Data Science outlook (3 centres of expertise) and its “Consulting 4.0” approach offering innovation and organizational Bots to its clients.
SIX

Contact Commercial :
Hugues Garcia, Head of Sales SIX France / 01 53 00 01 11 / hugues.garcia@six-group.com

SIX is a leading global provider of data and value-added services for the wealth and asset management industry. The company's strength lies in the area of reference data. Aggregated in real-time from 1,500 worldwide sources, Financial Information's data offering covers all the major trading venues. The database includes reference and market data, corporate actions, regulatory data and pricing information for over 27 million instruments. With its offices in 20 countries, SIX combines the advantages of local expertise with global reach to offer financial specialists comprehensive data services for asset servicing and administration, middle office as well as investment and portfolio management.
STATE STREET GLOBAL EXCHANGE

Contact Commercial :
Molly Housel, Officer, State Street, +1 617 662 1846, contactssgx@statestreet.com

State Street helps you identify opportunities and mitigate challenges, making your company more effective and resilient. We deliver global reach, expertise and a unique combination of consistency and innovation to help you manage uncertainty, act on growth opportunities, optimize cost structures and enhance the value of your services. We offer a flexible suite of services that spans the investment spectrum, including investment management, investment research and trading, and investment servicing. For more information, visit www.statestreet.com.
VIRTU

Contact Commercial :
David ANGEL Responsable en France, 06 61 33 49 77 - DANGEL@VIRTU.COM
Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker, Virtu provides deep liquidity in over 25,000 securities, at over 235 venues, in 36 countries worldwide that helps to create more efficient markets. We leverage our market structure expertise and scaled, multi-asset technology infrastructure to provide a complete suite of client solutions, including transparent agency execution and broker-neutral offerings.
- www.virtu.com

START-UP

ADDVENTA

Contact Commercial :
Serge Baudin, Président Addventa - 01 82 83 33 95 - info@addventa.com

Since its creation in 2014, Addventa builds solutions using the power of artificial intelligence (Natural Language Processing, machines learning, cognitive agents). Its has expanded in the financial services sector (retail, private banking, asset management, investment banking, legal, risks and compliance…). Its clients include leading global banking and insurance groups based in France, Germany, Luxembourg and Switzerland. Their teams of business analysts, artificial intelligence engineers and linguistic experts develop operational solutions with strong economic stakes: increase in revenue, productivity enhancement and costs reduction.
AMINDIS

Contact Commercial :
Vincent de Leu, Senior Sales - Responsable des ventes / 00 32 10 23 86 41 / vdeleu@amindis.com

AMINDIS offers a unique and integrated solution as well as expertise in providing premium services in Asset Management and Insurance. Both AM-DIS & IN-DIS solutions support a wide range of business functions in line with state-of-the-art portfolio analysis: Performance Attribution, Risk Management, ESG, Solvency II, GIPS, Compliance, Budget Forecast, PMS,.. Based on a unique and evolving platform, the software allows to increase operational efficiency, reduce costs and overcome new business challenges.
ASSET SAGACITY

Contact Commercial :
Paul BEZAULT Founder & CEO 06 25 30 46 69 paul.bezault@assetsagacity.com
AssetSagacity is the Smart Data Investment Management Platform. You have to handle more and more data which complicates your daily life ; powered by Big Data technologies and based on our extensive knowledge of financial management, our collaborative data management platform extract the full potential from your data, enables you to gain in efficiency and agility. Your data are secured (storage, historiszation…), mastered (data quality, analytics…) and orchestrated (multi sources, API…) while sheding you from any technical complexity. Let’s take advantage of the digital revolution to do together : more, better and faster.
- www.assetsagacity.com
BUDGET INSIGHT
Budget Insight offers a Banking API to collect and aggregate bank accounts and bills. Thanks to Budget Insight technology, it is possible with the consent of the user to safely access his or her financial data from their bank in order to provide to them other innovative banking services that are not available on a traditional/native bank. We develop a specific connector for each bank. Currently, we have over 300 bank connectors throughout Europe. API Bank is a product that can be used by your developers in order to have access to your customers' data in a secure way. Schedule wire transfers between the various bank accounts of your company or those of your subsidiaries. The payment initiation API can even set up automatic transfers between accounts
- www.budget-insight.com
ELINVAR

Contact Commercial :
Niall BELLABARBA, Director International /+49 160 447 0467 / niall.bellabarba@elinvar.de

Elinvar enables asset & wealth managers to digitalize their business models by providing the required Platform as a Service. This includes applications for core as well as third party connections. Elinvar’s partners profit from the combination of leading technology and the optimal regulatory setup as Elinvar holds all necessary BaFin licenses. With this comprehensive approach, Elinvar creates the unique opportunity for its partners to go digital in one step and to utilize state of the art analytics to create individualized solutions to the benefit of their clients.
FINWEDGE

Contact Commercial :
THOMAS DIAS, Chargé d’affaires, tdias@finwedge.com
FINWEDGE is a privileged partner to the Fund Administration companies and Middle Office teams that have selected WedgeFunds to define their alternative investment strategies (including private equity and infrastructure). WedgeFunds allows a digitalized and centralized fund administration taking into account all the specificities regarding the lifecycle of each fund and integrating a reporting engine able to generate performances on demand. The accountancy frame use the local GAAP specificities and best practices regarding the fund administration activities. WedgeFunds is a software SaaS solution that guarantees a simple and fast access to the data available by fund and by portfolio in real time.
- finwedge.com
IZNES

Contact Commercial :
Jean-Robert Hervy, Managing Director / +33 6 62 66 52 08 / jean-robert.hervy@iznes.io

IZNES is the pan-European fund record-keeping platform based on blockchain technology. The platform provides investors, asset management firms, distributors and wealth management advisers with easy and rapid access to fund units. The platform enables firms to enter into new relationships with investors, manage KYC processes, handle subscription / redemption instructions, settle transactions and record positions. Compatible with all distribution channels, IZNES reduces transaction costs, increases transparency, and optimizes operational workflow. It will also enable new value-added services to be developed. To ensure the best possible service, the functional specifications were defined in line with user input and contributions.
LINGUA CUSTODIA

Contact Commercial :
Frédéric MOIOLI , Directeur Commercial Lingua Custodia , 07 57 17 47 54 - fm@linguacustodia.com
Lingua Custodia is the unique Fintech Company expert in Machine Learning applied to financial translations. We are developing smart translation engines specialised by document types or customised for a client. Our ambition is to help financial institutions to use their linguistic data more efficiently so that they can spend less time and money in translation and communicate rapidly and effectively with their clients whatever their native language may be
- www.linguacustodia.finance
MY SMART RFP

Contact Commercial :
Bruno Moneron, Partner/ +336 08 96 68 84 / bm@msrfp.com

MySmartRFP.com’s tender platform: MySmartRFP.com has decided to optimize the RFP process which is long, complex and expensive. The MySmartRFP.com solution is an easy-to-use platform that allows for expanded market access by automating the selection process: - First round of fund/mandates search entirely quantitative - Free for institutional investors/consultants - Standard or customized questionnaires - Global visibility with management companies - Significant time/resource saving by algorithmic response processing From now on the RFP process will be fast, simple and free!
NADI SOLUTIONS

Contact Commercial :
Steve VERLINDEN, COO, Product Manager / 00352 671 19 78 02 / s.verlinden@nadisolutions.com

With nadi, our web-based software, you produce and manage all documents dedicated to investors and financial reporting efficiently. Our vision is to provide an innovative, scalable and robust solution for the production of fund reports and documents in a single application. We have created a unique solution using state-of-the-art technologies and focusing on user-experience. NADI is a highly flexible and productivity increasing application for the global fund industry.
ONEWEALTHPLACE

Contact Commercial :
Paul Bureau, Directeur Produit Blockchain / +33 6 89 83 62 66 / pbureau@onewealthplace.com

OneWealthPlace is a specialized fintech that evolves in the field of asset and wealth management. It offers disruptive digital solutions in order to enable the banks a successful digital transformation and to give their customers the opportunity to have in active role in the management of their fortune. OneWealthPlace’s team is made up of experts in wealth management, asset management, market finance and financial software developers.
PARTICEEP

Contact Commercial :
Olivier Fox, Directeur Commercial / 01 82 28 06 49 / olivier.fox@particeep.com

Particeep is a fintech that provides asset management firms a turnkey technology, enabling them to distribute their financial products and services online. The company offers, in addition to its API provides a white-label platform to industrialise the online distribution of investment products. Particeep is a young innovative firm, winner of the 2017 and 2018 Banque et Innovation Fintech and Open Banking awards, elected Future Fintech European Star 2016 (ICT Awards 2016) and selected by Challenges in the 2016 ranking of 100 startups to invest in.
Quantcube

Contact Commercial :
Thanh-Long, Huynh, Président - Quantcube Technology, 33.(0)6.34.50.00.04- thanh-long.huynh@q3-technology.com
QuantCube Technology predicts the economic growth 3 to 6 months in advance compared to official numbers with a correlation usually above 90 %. Those strategic economic informations are aim to major institutions and corporates for investments or risk management sectors.
- q3-technology.com
RAISE PARTNER

Contact Commercial :
SOPHIE ECHENIM - CEO - Fixe +33 4 38 37 43 86 - Mobile +33 6 83 72 84 59 sophie.echenim@raisepartner.com -
Founded in 2001 in Grenoble, Raise Partner is a leading independent specialist in investment risk analysis and portfolio optimization software. Raise Partner’s core product offering, SMART RISK APIs, is a set of plug & play APIs that integrate robust risk and optimization models within investment processes for a broad range of financial institutions. Its high-volume, high-speed core technology capabilities and strategic focus on APIs make it also the partner of choice for global financial software leaders.
- www.raisepartner.com
RESEARCHPOOL

Contact Commercial :
Anne Gaignard, Directeur Commercial / Chief Commercial Officer, ResearchPool SAS / +33 6 50 44 93 35 / agaignard@researchpool.com

ResearchPool is the pioneer new generation platform to sell and purchase research reports, and a MiFID 2 solution for investment firms to manage spending usage and evaluation of research. Its vision is to be the most user centric digital platform for sharing and use of financial intelligence. Amazon Alexa regularly ranks ResearchPool as the most popular platform for investment research. The platform is the investment research certified Fintech by the French public cluster Finance Innovation.
SESAMM

Contact Commercial :
Omar Ben Salem, Sales & Account Management / +33 6 75 14 27 40 / enquiries@sesamm.com

SESAMm is an innovative FinTech company specializing in Big Data, Artificial Intelligence and Alternative Data for Asset Management (www.sesamm.com). We build analytics, investment signals based on 250,000 textual data sources worldwide using Natural Language Processing and specifically emotions analysis. We work with major funds and asset managers worldwide (US, UK, France, Japan, Luxembourg…). Our team is composed of more than 30 people, high profiles in artificial intelligence and market finance with offices in Paris, Metz, Luxembourg and New York.
SILK

Contact Commercial :
Yann Kastelnik, Associé et co-gérant / +33 6 52 25 13 44 / contact@silk.am

Web solutions dedicated to Asset Management professionals Thanks to its online platform dedicated to Asset Management players, Silk supports you in the creation or redesign of your website
TRADING CENTRAL LABS

Contact Commercial :
Jérôme Favresse, Directeur General Trading Central Labs, 0613892418, jerome@tclabs.io
Trading Central Labs is an agile fintech start-up based out of Sophia Antipolis dedicated to transforming complex, unstructured data into interactive experiences that empower today's investors.Our proficiencies span financial markets, machine learning, Bayesian inference, natural language processing and statistical analysis, and are backed by the twenty years of industry leading experience at Trading Central
- www.tclabs.io
VIALINK

Contact Commercial :
William Bader, Directeur Commercial /+33 6 19 26 45 40 / william.bader@vialink.fr
VIRTUAL BEEHIVE

Contact Commercial :
David Laup, Founder & CEO / +33 6 60 85 86 92 / david.laup@virtualbeehive.com

Virtual Beehive is an organization and management consulting and service company specializing in many sectors, notably the financial industry, that is modern and technology-oriented. We propose to support you and your organizations in your everyday operations through the use of a comprehensive offer. Our DNA is based mainly on the principle of Excellence and on natural symmetry; the achievement of feasible and tangible results for our clients and the development of our staff. Innovative and performing, our teams have as main objective your success and the construction of tailor-made solutions that are creative and different, while always respecting our common values.