The Morningstar Investment Conference is a landmark event for the investment industry, offering a unique intersection of market research, advisor sentiment, and fintech innovation. Held at Chicago’s Navy Pier, this conference provides an essential look at the challenges advisors face—insights that are critical for the asset managers who support them.
For Synfinii, this event is about staying deeply connected to the evolving advisor-manager dynamic. We are attending to ensure our data solutions continue to provide asset managers with the edge they need to identify when and how to reach their most important partners.
Connect with the Synfinii Team. Our team members, Tom Larson and Mike Depoian, will be active throughout the exhibit hall and attending key breakout sessions. They are looking forward to:
- Networking with Asset Managers: Discussing how Synfinii’s data solutions help firms better serve the evolving needs of asset managers as they seek to engage with advisors at the right time, with the right message, to drive long-term retention.
- Gaining Advisor Insights: Hearing firsthand about the hurdles advisors face today to help our clients better tailor their distribution and proactive service strategies.
- Exploring Innovation: Visiting the Morningstar Innovation Lab to stay ahead of the latest advancements in investment technology and data visualization.
If you are walking the hall or attending the networking receptions, Tom and Mike would love to catch up. Let’s discuss how we can help you turn advisor-level insights into a precisely timed engine for your distribution strategy.