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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Solutions Overviews, Press Package, Process Guides...you will find them all here.

The 2025 Shareholder Meeting Guide
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Events


July 2025

Society for Corporate Governance National Conference

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Colorado Springs, CO

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July 9-12

At the Society’s National Conference 2025, we are Elevating Governance.

Ensure that you, your board, and your entire organization are up to the challenge of managing today’s risks and seizing tomorrow’s opportunities. 

The Society’s National Conference is the premier annual governance event in the U.S., with compelling programming and a unique opportunity to connect with peers, corporate directors, investors and other experts in the governance field.

This year’s program addresses the full range of challenges facing governance leaders, with a combination of panels, keynotes, fireside chats, and interactive roundtable sessions on:

  • The Corporate Environment: Ensure your board and management have the right governance in place to address the biggest economic, technological, and political changes affecting US companies.
  • Core Governance Practices: Delve into board effectiveness, executive compensation, proxy and sustainability disclosure, insider trading, cybersecurity, AI, and more.
  • Key Governance Moments: Learn how to navigate make-or-break moments for companies, such as CEO succession, proxy contests, crisis management, IPOs, and threats to your executives’ safety.
  • Regulatory Landscape: Stay ahead of federal, state, and international rulemaking, enforcement trends, and judicial decisions. 
  • Professional Development: Connect and share insights on strengthening your team, advancing your career, upholding the highest ethical standards, and maintaining your equilibrium in an era of unrelenting change.

Sponsoring, Attending, & Speaking

Register


 

SSA Annual Conference

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Denver, CO

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July 20-22

 

The SSA 2025 Annual Conference will be held from July 20th to July 22nd at the Limelight Hotel in Denver, Colorado. This conference will provide valuable opportunities for learning, networking, and collaboration with industry professionals. Set in downtown Denver, the event will feature a range of sessions and discussions designed to foster insight and innovation. We look forward to welcoming you to Denver for a productive and engaging experience.

Attending

 

September 2025

R3M 2025 Ryder Cup 

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Farmingdale, NY

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September 27

The Ryder Cup has become one of the world’s greatest sporting events. Every two years, 24 of the best players from Europe and the United States go head-to-head in match play competition. Drama, tension, incredible golf, camaraderie and sportsmanship are served in equal measure, captivating an audience of millions around the world. It’s an event that transcends sport, yet remains true to the spirit of its founder, Samuel Ryder.

Attending

 

October 2025

SIFMA Operations Redgroup

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Sarasota, FL

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October 8-10

Sponsoring & Attending

 

SIFMA Global Tax Reporting Symposium

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New York, NY

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October 9

On Thursday, October 9, SIFMA and the Wall Street Tax Educational Corporation will host the 2025 Global Tax Reporting Symposium in New York City.

Join to hear from industry and government experts as they discuss key updates on the complex and evolving tax compliance regimes that firms are facing today.

Sponsoring & Attending

 

SIFMA Global Corporate Actions Forum

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New York, NY

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October 16

SIFMA's Global Corporate Actions Forum brings together operations and technology professionals focused on corporate actions and asset servicing.

 Industry leaders and experts from broker-dealers, banks, asset managers, service providers and clearing firms will gather in New York City for our 22nd annual event.

Register

Sponsoring & Attending

 

SIFMA Annual Meeting

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Washington, DC

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October 21

Capital markets drive opportunity, innovation and growth.

Capital markets finance the real economy, allocate risk, and support economic growth and financial stability. As the voice for the nation’s securities industry, which delivers a broad range of financial services to clients including corporations, governments and individuals, SIFMA brings together hundreds of investment banks, wealth managers, broker-dealers and asset managers to advocate for their effectiveness and resiliency capital markets. Together, we are Invested in America.

Mark your calendar! SIFMA's 2025 Annual Meeting will take place on Tuesday, October 21 at the Conrad Washington DC. This event gathers the most influential voices shaping the capital markets from a cross-section of public policy and finance to explore the issues and opportunities that matter most for the markets, the industry, and the economy. 

Sponsoring & Attending