Versoft's January Newsletter
Versoft Consulting
Investment technology consulting and solutions with a personal touch.
The first month of 2024 is officially in the books! Q1 is always a busy time so we'd like to take this opportunity to slow down a bit and help you focus on a productive path forward.
In this edition we discuss:
Ringing in the New Year While Reflecting on the Past
As we kick off 2024, it's important to take some time to reflect back on 2023 and your firm's journey over the years. With this in mind, Versoft Consultant Jimmy Gill wrote a blog highlighting how your accomplishments, challenges, and history provide crucial context for setting goals for the next 12 months and beyond.
3 Key Takeaways from Jimmy's Article:
Set your sights on the future while standing firmly in your past experiences. Ask yourself where your operations could be in 2025 after a year of meaningful transformations.
To read Jimmy's full post, click here: For Old Time’s Sake - Versoft Consulting
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Tips for Making the Most of Your Next Industry Conference
Industry conferences provide unparalleled opportunities for networking, learning, and vendor research. With some advanced planning, you can make sure you maximize your time at the next event you attend.
1. Pre-Network with Purpose
If you’re active on LinkedIn, you likely have connections who will also be attending conferences you’re registered for. Before arriving, make a list of people you’d like to meet in person. Review their profiles and craft 1-2 questions for each around their area of expertise, current initiatives, or recent thought leadership. Come prepared to take advantage of chance encounters and start meaningful conversations.
2. Streamline Vendor Due Diligence
The exhibit hall can be overwhelming. Make your vendor research more productive by creating a target list ahead of time, focusing on solutions that address your firm’s specific pain points and requirements. Document these prior to the event so conversations stay focused and relevant. Taking concise notes for later follow-up also allows you to easily compare options after the event.
Using the right strategies before conferences improves your experience networking and researching solutions.
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领英推荐
Navigating Change in the Wealth Tech Landscape
Rapid technology advances are fundamentally transforming the wealth management industry. In the latest episode of Flyer Financial Technologies “In the Money” podcast, host Rusty Sommer explores this shifting landscape with Versoft's Founder & CEO, Verity Larsen .
Verity and Rusty provide invaluable insights on embracing change strategically. She advises against a one-size-fits-all approach, emphasizing the importance of integrating new tools thoughtfully based on individual firms’ needs.
Key topics include:
Tune into the full episode here and consider what strategies you're leveraging to adapt to our industry’s quickly evolving tools and landscape.
Exchange – AN ETF EXPERIENCE (exchangeetf.com) -- February 11th - 13th in Miami Beach, FL
The Advyzon Conference 2024 (swoogo.com) -- February 20th - 22nd in Phoenix, AZ
2024 Investment Adviser Compliance Conference - Investment Adviser Association -- March 6th - 8th in Washington, D.C.
Home - Orion's National Ascent Conference -- March 12th - 15th in San Diego, CA
Home - Invest In Women 2024 (faconferences.com) -- March 13th - 14th in West Palm Beach, FL
SHIFT 2024 (humanfirst.live) -- March 24th - 25th in Walt Disney World Swan Resort, FL
Wealth Management EDGE Event | Investment, technology & practice management conference (informaconnect.com) -- May 13th - 16th in Hollywood, FL
Envestnet Elevate 2024 | Save the Date -- May 14th - 15th in Phoenix, AZ
Event Overview - 2024 Broadridge 360 Advisor Summit -- May 19th - May 21st in Austin, TX
Making Progress Together
As always, we want you to feel confident on your technology journey. That's why defining difficult terms, discussing industry trends, and providing resources to guide you are the pillars of this newsletter.