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Disaster Recovery & Business Continuity Conference
February 20-21, 2002


Bank Systems & Technology`s Executive Technology Forum
Anti-Money Laundering Legislation, Geopolitical Risk Management, Technology Risk Management
March 12, 2002
NYC


Second Drilling Down on STP conference
April 2, 2002


Insurance & Technology`s Customer Service Leadership Forum
April 23, 2002


Wealth Management Conference
September 2002


Insurance Standards Leadership Forum
Sep. 18, 2002


Insurance & Technology`s Executive Summit 2002
November 3, 2002


Third Drilling Down on STP conference
November 20, 2002


Insurance Value Chain: Driving Process Improvement
March-April, 2003


Drilling Down on Data Management Conference
March 27, 2003
The Roosevelt Hotel
NYC


Customer Service Leadership Forum: Profiting From The Relationship
April 2, 2003
New York City



Professional Development Program
Wall Street & Technology`s single-day seminars are taught at the executive (Valuation of Information Technology for Financial Services) and introductory level (courses in trading, STP and real-time financial data).
April-May 2003


From ROI to Profit Generation: The Evolution of CRM Systems at Commercial Banks
May 20, 2003


Successful CRM Strategies for Wealth Management
May 21, 2003


Executive Forum: Overcoming the Challenge of Email Compliance and SEC Rule 17a-4.
June 11, 2003


2nd Annual Executive Technology Forum.
The Power of Partnerships: Technology Strategies for Outsourcing, Smart Sourcing and Managed Business Services at Wholesale Banks.
June 12, 2003



Straight-Through Processing Conference
Editors, leading industry analysts and senior management discuss how STP initiatives are helping their firms reduce risk, drive down long-term costs and provide a better customer experience.
September 17, 2003
The Roosevelt Hotel
NYC


Insurance Standards Leadership Forum: Maximizing Business Value and Benefits
Co-produced with ACORD
September 23, 2003
Chicago



Wealth Management Conference
Join us at the Wealth Management Conference and return to your office with the essential ideas and tools you need to build a successful wealth-management-technology platform.
October 16, 2003
The Roosevelt Hotel
NYC
Join us at the Wealth Management Conference and return to your office with the essential ideas and tools you need to build a successful wealth-management-technology platform.
download speakers' powerpoint presentations (3.6 Mb zip)



Insurance & Technology Executive Summit
November 9-12, 2003
The Loews Ventana Canyon Resort
Tucson



Capitalizing on CRM: The Wealth Management Connection
Join Wall Street & Technology editors to learn what it takes to make a CRM implementation a success. Hear how wealth managers can bring more money into the firm without draining your technology budget.
download presentation
November 12, 2003


The Insurance Value Chain: Driving Process Improvement
March 9, 2004, Chicago, IL


The Insurance Value Chain: Driving Process Improvement
April 13, 2004, New York City


Data Management Conference
The New Realities: Integration, Regulation and Standardization
April 15, 2004
The Roosevelt Hotel, NYC


Spring Leadership Forum
April 28, 2004
Four Seasons Hotel, Chicago






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