Sell Side Ops USA 2026
March 10 - 11, 2026
JW Marriott Grande Lakes, Orlando
Holly McAvey Mello
Digital Business Strategy, Transformation & Implementation State StreetDay 1 | 10th March
12:00 PM Fireside Chat: Vendor Engagement and Fintech Adoption: How can vendors and fintech partners better collaborate with sell-side firms to deliver scalable solutions without adding fragmentation?
- How can firms avoid market and process fragmentation when adopting fintech solutions across asset classes?
- What operational frameworks best support long-term, scalable vendor partnerships?
- How do you evaluate when to build in-house vs. buy from external providers?
- How can vendors and sell-side ops co-innovate to address rising regulatory and client pressures?
Day 2 | 11th March
9:55 AM Panel: Innovations in On-boarding: How can you transform client on-boarding and KYC capabilities to streamline processes and generate operational alpha?
- How are AI and automation transforming client onboarding and KYC efficiency?
- What strategies improve data integration and accuracy while reducing client friction?
- How do you balance compliance requirements with a seamless onboarding experience?
- Which metrics best capture the operational benefits of onboarding innovations?
Check out the incredible speaker line-up to see who will be joining Holly.
Download The Latest Agenda