Tech & Data in Financial Markets

June 5 | Convene 360 Madison Avenue, New York
Formerly (NAFIS) North America Financial Information Summit

Tech & Data in Financial Markets (TDFM)

Uniting data and tech professionals with their trading and GRC counterparts in capital markets, and from America’s leading banks, asset managers, owners and funds.


by WatersTechnology and Chartis Research 

in collaboration with Risk.net and XLOD.

Why attend?

  • Collaborative sessions on data, AI, analytics & technology enable you to leverage infrastructures, platforms, and solutions to drive returns, resilience and efficiencies.

  • The event builds on 20-years’ success of the North America Financial Information Summit (NAFIS) by expanding the capital markets offering to incorporate innovation in risk, GRC, data, and technology.

  • Cross functional working groups allow CDOs, CTOs and COOs to work strategically with risk, trading and GRC peers on tech & solutions to implement within their institution.

Key themes

Legacy system modernization

Cloud-based exchanges and interoperability

AI in capital markets

Building effective tech partnerships

Unlocking insights from unstructured data

The changing nature of data analytics

What our attendees say

I found it really valuable to have the chance to see and hear from solution providers without one-on-one heavy sales pitches.
Interactive Brokers
I gained useful knowledge on emerging technologies and their accompanying risks in the panel discussions.
Bank of America
Valuable opportunity to connect with peers to discuss how they are handling issues that I have, and to hear from panellists on best practices.
HSBC

Upcoming awards

For the first time, we will be hosting two of our marquee awards ceremonies on the evening of June 5th. We hope you are able to join this special occasion!
Inside Market Data and Inside Reference Data Awards logo
The Inside Market Data & Inside Reference Data Awards, launched in 2004 by WatersTechnology, celebrate excellence in financial services across 34 specialized categories. These awards recognize advancements in market and reference data, including ESG and alternative data, corporate actions, data analytics, evaluated pricing, research, data management tools, and managed data services.
Sell-Side Technology Awards logo
Presented by WatersTechnology, the Sell-Side Technology Awards honor top technologies and third-party vendors in financial services, through a transparent, auditable process led by WatersTechnology's senior journalists and Global Content Director, Victor Anderson. These awards recognize market-leading technologies that enhance sell-side firms' efficiency, transparency, and decision-making while addressing key challenges such as innovation, regulatory compliance, risk management, and operational optimization.

Contact us

Garrett Funk - TDFM Marketing inquiries

Marketing Inquiries

Garrett Funk
Marketing Specialist
Marcel Chambers - TDFM Partnership Opportunities

Partnership Opportunities

Marcel Chambers
Head of Americas Sales and Client Development
Ben Lee - TDFM Speaker inquiries

Speaker Inquiries

Ben Lee
Head of MAS Strategy