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Refinitiv Conference

Wealth 3.0: How to attract and retain the modern investor

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The COVID-19 pandemic has had a lasting impact on the investing landscape, particularly for retail investors. With the rise of online trading platforms and social media communities, more individuals are participating in the stock market than ever before. This poses new challenges for the market participants to attract and retain these investors.

Refinitiv, an LSEG business, is delighted to invite financial market practitioners to join Refinitiv and other financial industry experts on Tuesday, 25th April, in Limassol, Cyprus in an engaging and collaborative event where key challenges and trendy creative initiatives will be discussed.

Participation in the event is free of charge but as we have limited number of seats, please book your seat in advance by filling in the registration form.


Date: Tuesday, 25 April 2023
Registration starts: 9:00
Location: Parklane hotel, Giannou Kranidioti 11, Street 4534, Limassol, Cyprus |  View a map


9:00 - 9:30        Registration

SESSION 1. Getting Personal: how to attract, activate and retain the modern investor

In this session we will explore the latest insights and trends in online brokerage, current online broker challenges and how to address them, and explore how to best scale personalized digitalization. The session will be beneficial for Heads of digital, Heads of marketing, Heads of User experience, Heads of product, COOs, Heads of sales and Heads of business development.
9:30 – 09:45     Welcoming remarks

9:45 – 10:15     Insights and trends. Why brokers and financial institutions are investing in a "Less is More" strategy and why personalized digitization must be a source of inclusion and revitalization allowing to reach mass audience in a cost effective and scalable way.

10:15 – 10:45  The platform theory applied to brokerage companies. The 3 phases (launch – consolidate – endure) and associated historical successful strategies.

10:45 – 11:15   Coffee break

11:15 – 11:45   Keep it simple and personalized. A concrete demo powered by our Partner Trading Central on the beauty of bringing "snackable" content to retail clients.

11:45 – 12:30   Panel discussion

12:30 – 14:00   Lunch / Networking Break

SESSION 2. Putting Your Digital Strategy Ahead of the Curve

In this session we will explore how best in class market data feeds and solutions can unlock your full competitive edge and receive from Refinitiv experts a navigation map on most of the market data hot topics putting you in an excellent position to meet both regulatory requirements and client expectations.
14:00 – 14:30   Making Equity Corporate Actions work for you. Benefits of leveraging timely and accurate corporate actions in your enterprise trading and retention strategies.

14:30 – 14:50   Meeting regulatory Best Execution requirements. Benefits of merging Map Fintech regulatory platform with Refinitiv Tick History feed.

14:50 – 15:20   Coffee break

15:20 – 15:50   Scaling and optimizing your real-time market data infrastructure. Real-time feeds, ultra-low latency strategies.

15:50 – 16:20   Navigating Digital Asset Pricing. A focus on the complexities of pricing Crypto assets and the strategies to apply the right price ingredients.

16:20 – 16:50   Market data solutions: Empowering your online platform with Fast Charting and Exchange Data Access Control. Using innovative solutions to enable intelligent cost control of exchange fees and rapid and accurate build-up of instrument charting.

16:50                Coffee and Networking


Andrea Badiola Mateos
Chief Commercial Officer
Finance Magnates Group
Damian Bunce
Chief Customer Officer 
Andreas Andreou 
Chief Commercial Officer
Dino Anastasiadis
Head of Solutions, EMEA
Trading Central
Gautam Jain
Head of Account Management, LCC CEEMA
Refinitiv, an LSEG business
William Ferrand
Director for Wealth Management
Refinitiv, an LSEG business
Jean Francois Bequevort
Digital solution proposition specialist
Refinitiv, an LSEG business
Maneesh Gupta
Product Manager
FTSE Russell, an LSEG business
Kyriakos Stasi 
Sales and Client Relationship Officer 
Map Financial Technologies
Janardhan Yalapalli  
Corporate Actions Data Manager
Refinitiv, an LSEG business
Petru Fruntes
Enterprise data solutions specialist
Refinitiv, an LSEG business
Ollie Wilkes
Ultra Low Latency data specialist
Refinitiv, an LSEG business
Prajesh Manglani
Global solutions sales director
Refinitiv, an LSEG business


Finance Magnates is a global provider of news, research, and events focused on Fintech, electronic trading, Payments & Banking, Crypto & Blockchains, and the technology that drives them. They offer independent news, analysis, periodic and tailored reports, an online directory, and conferences, exhibitions, and events worldwide. Finance Magnates aim to be a one-stop shop for all financial industry information needs.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

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