The Convergence of Operations and Technology

In this conversation at the 2025 Operations Conference & Exhibition, Michael Alexander, President, Wealth Management and Global Managed Services at Broadridge, sits down with Roy Ben-Hur,Managing Director, Deloitte Risk & Financial Advisory at Deloitte, Lori Messer, Managing Director, Global Head of Business & Client Services at RBC Capital Markets, Staci Sullivan, Managing Director at Charles Schwab, and Alicia Sundberg, Executive Vice President and Head of Account, Treasury and Tax Services at Fidelity to highlight key strategies and success stories for adapting to these changes, avoiding common pitfalls, and positioning yourself effectively in this integrated environment. To watch more from the Conference, visit: events.sifma.org/ops.