Alexander Ross

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

We build data-centric end-to-end Digital Documentation powered by AI. Our award-winning platform Arteria turns your documents into data that powers your data systems and automates and accelerates documentation processes to reduce the time it takes to generate and collaborate on documentation processes and get you to revenue and value faster.

Notabene’s SafeTransact is an easy-to-use platform that empowers customers to identify and stop high-risk crypto activity before it occurs.

Blockdaemon powers the blockchain economy with its suite of industry-leading infrastructure solutions. Blockdaemon was founded in 2017 and has become a globally established, single integration partner for accessing premier blockchain networks. We provide integrated business solutions to exchanges, custodians, crypto platforms, financial institutions, and developers using our end-to-end suite of blockchain tools, including dedicated nodes, APIs, staking, liquid staking, MPC tech, and more. Blockdaemon provides its customers with the confidence to quickly and easily scale without compromising security or compliance.

Empowering institutions to trade and manage digital assets Talos provides institutional-grade technology and data that supports the full digital asset investment lifecycle, including liquidity sourcing, price discovery, trading, settlement and portfolio management. Engineered by a team with unmatched experience building institutional trading, data and portfolio systems, the Talos platform connects institutions to key providers in the digital asset ecosystem – exchanges, OTC desks, prime brokers, lenders, custodians, and more – through a single interface. For additional information, visit www.talos.com.

Copper is a digital asset infrastructure provider offering custody, prime services, and collateral management for institutional investors. Our secure and scalable platform, including innovations like ClearLoop for off-exchange settlements, helps clients reduce counterparty risk and move capital efficiently.

Curv provides the industry’s first cloud-based Institutional Digital Asset Wallet Service. Powered by groundbreaking cryptography, Curv mitigates the blockchain’s irreversible single point of failure by eliminating the concept of private keys and providing an enterprise-grade policy engine. Curv makes it quick and easy to add new assets to any portfolio, without having to use any hardware or manage blockchain infrastructures.

enmacc is Europes largest market venue for OTC trading of energy and environmental commodities. Our platform digitalises the end-to-end professional energy trading process. Using enmacc allows participants to gain speed, efficiency and security when trading in energy markets. More than 500 member companies, with over 2000 active traders, are already taking advantage of enmacc and are utilising our continuously growing network of energy suppliers, industrial companies, energy trading houses and municipal utilities for trading in power & gas. All of our clients can benefit from increased market access, additional liquidity and other business development opportunities. enmacc customers can use three different trading screens: entender, enmarket and engreen. entender is the largest, independent RFQ platform for standard and non-standard energy products in Europe. enmarket is an independent price screen and open marketplace for bilateral ‘one-click’ trading of standard power & gas products. engreen is our state-of-the-art trading screen for Guarantees of Origin (GoOs) and allows for process safety and easy access of real- time prices in a complex and partially non-transparent market. We do everything we can to make the daily work of energy traders and portfolio managers easier by enabling them to focus on the things that really matter. More at www.enmacc.com

Finsemble is the leader in interoperability initiatives and FDC3-workflow solutions across the finance industry. With Finsemble, applications of any type—native, web, in-house, and third-party—can seamlessly connect and share information, allowing clients to build customized, automation-assisted workflows that free up end users to do their best work. Results include ten minutes saved per trade and a reduction in RFQ response times of 33%. Clients such as Citi, Pictet Asset Management and Charles River Development choose Finsemble for its world-class U.S. based support, no/low code approach, and partnership-level collaboration. Visit finsemble.com for more information. Finsemble was founded as ChartIQ in 2012, which was acquired by S&P Global January 2022. Press Release: https://www.spglobal.com/marketintelligence/en/media-center/press-release/sp-global-enhances-capital-iq-pro-desktop-with-acquisition-of-chartiq

Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.

dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance. As the world’s first end-to-end data management, reporting, and analytics platform for loan-level lending data, dv01 is bringing unparalleled transparency and intelligence to every loan for every stakeholder. With over 120 million loans, 900 securitizations, and $5 trillion in original balance across consumer unsecured, mortgage, small business, student loan, point of sale, small business, solar, and auto loans, dv01 is building the most comprehensive loan data library across lending markets and empowering the capital markets with world-class tools to make safer data-driven decisions.

Headquartered in London, CloudMargin created the world’s first cloud-based collateral management workflow tool, which has earned nearly 20 industry awards and honours since 2015 for innovation and best-in-class technology. The firm’s Software-as-a-Service (SaaS) model is helping many of the leading sell-side and buy-side financial institutions globally – including brokerage firms, banks, asset management firms, pension funds and insurance companies – as well as outsourcers and other technology firms meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically. CloudMargin bypasses many of the shortfalls of legacy, on-premise software, enabling clients to experience rapid implementation and access to robust and secure collateral management workflow software. With more than 20 integration partnerships, CloudMargin was the first collateral management solution provider to be a member of the SWIFT network, facilitating straight-through processing through settlement. Keep in touch with us! https://www.twitter.com/CloudMargin

interop.io was formed in June 2023 through the merger of Finsemble and Glue42 to create a global powerhouse driving application interoperability in capital markets and beyond. interop.io’s mission is to build on the basic application connectivity standards provided by FDC3 and turn these into highly efficient, game-changing Straight-Through workflows. This means that our clients benefit from unparalleled levels of business agility, a more productive workforce and better operational control. interop.io brings together the award-winning technologies of both companies to offer a suite of io. products. At the core is io.Connect, which enables clients to build and deploy highly intuitive front ends that bring different applications and functionality into a single, harmonized smart desktop. In this way, the boundaries between different applications are dissolved and users are free to focus on higher-value tasks. Interop.io is headquartered in the USA with over 110 full-time R&D engineers based in New York, London and Sofia. Its clients include buy sides, sell sides and technology vendors such as Citi, Fidelity, Instinet, Millennium, JP Morgan, Broadridge, Factset and IRESS.

Finsemble is the leader in interoperability initiatives and FDC3-workflow solutions across the finance industry. With Finsemble, applications of any type—native, web, in-house, and third-party—can seamlessly connect and share information, allowing clients to build customized, automation-assisted workflows that free up end users to do their best work. Results include ten minutes saved per trade and a reduction in RFQ response times of 33%. Clients such as Citi, Pictet Asset Management and Charles River Development choose Finsemble for its world-class U.S. based support, no/low code approach, and partnership-level collaboration. Visit finsemble.com for more information. Finsemble was founded as ChartIQ in 2012, which was acquired by S&P Global January 2022. Press Release: https://www.spglobal.com/marketintelligence/en/media-center/press-release/sp-global-enhances-capital-iq-pro-desktop-with-acquisition-of-chartiq

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

We build data-centric end-to-end Digital Documentation powered by AI. Our award-winning platform Arteria turns your documents into data that powers your data systems and automates and accelerates documentation processes to reduce the time it takes to generate and collaborate on documentation processes and get you to revenue and value faster.

Notabene’s SafeTransact is an easy-to-use platform that empowers customers to identify and stop high-risk crypto activity before it occurs.

Blockdaemon powers the blockchain economy with its suite of industry-leading infrastructure solutions. Blockdaemon was founded in 2017 and has become a globally established, single integration partner for accessing premier blockchain networks. We provide integrated business solutions to exchanges, custodians, crypto platforms, financial institutions, and developers using our end-to-end suite of blockchain tools, including dedicated nodes, APIs, staking, liquid staking, MPC tech, and more. Blockdaemon provides its customers with the confidence to quickly and easily scale without compromising security or compliance.

Empowering institutions to trade and manage digital assets Talos provides institutional-grade technology and data that supports the full digital asset investment lifecycle, including liquidity sourcing, price discovery, trading, settlement and portfolio management. Engineered by a team with unmatched experience building institutional trading, data and portfolio systems, the Talos platform connects institutions to key providers in the digital asset ecosystem – exchanges, OTC desks, prime brokers, lenders, custodians, and more – through a single interface. For additional information, visit www.talos.com.