Tech & Data in Financial Markets

June 5 | Convene 360 Madison Avenue, New York
Formerly North America Financial Information Summit and Operational Efficiency Summit
TDFM is the premier meeting point for tech, data, risk and ops decision makers in financial markets. 
Connect with peers, break silos, and solve the industry’s toughest problems together.
TDFM is co-hosted by WatersTechnology and Chartis Research.

Why attend?

Formerly two events – NAFIS and OES – TDFM will bring together professionals from technology, data, operations, risk and compliance to address common challenges through cross-functional collaboration.

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

How is TDFM different from NAFIS?

Expanded audience: C-suite and senior-level data, technology and operations executives will gather for learning, idea sharing and networking opportunities.
Cross-functional collaboration: Joint sessions designed to foster collaboration between data, tech, risk and operations teams for better synergy and knowledge sharing.
Specialized streams: Dedicated sessions for deep dives into specific areas of expertise.
Elevated networking: Gather with industry leaders to expand knowledge, establish high-level connections and foster meaningful relationships.
Tech & Data in Financial Markets networking
People chatting at Tech & Data in Financial Markets

Risk | data | tech working groups

Engage directly with tech, data, risk, and ops professionals in focused 45-minute working groups to address key industry challenges:
  • AI and automation in portfolio management
  • Cybersecurity and incident response
  • Integrating GRC into digital transformation and emerging technologies

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

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