nafis spex landing page

nafis spex landing page

Make connections at the Largest North American Conference of Banks and Asset Managers looking to the future of data in financial services.

With a full-day agenda developed in collaboration with WatersTechnology’s editorial team, the North American Financial Information provides coverage of your target users’ most pressing challenges ranging from data procurement and consolidation to AI and ML, and more. Ending with a large networking reception, this conference allows you to build relationships that transcend the duration of the conference itself.

5 reasons to have a presence at NAFIS:

  1. Connect with senior decision makers and influencers
  2. NAFIS is the largest and longest running conference in North America covering data for financial services.
  3. NAFIS hosts the most senior group of professionals shaping the future
  4. Elevate brand awareness as our networking drinks reception sponsor
  5. Highlight your support and investment in the market.

2023 sponsors

The financial services industry relies on CGS’ unrivaled experience in uniquely identifying instruments and entities to support efficient global capital markets.  Its extensive focus on standardization over the past 50 years has helped CGS earn its reputation as a trusted originator of quality identifiers and descriptive data, ensuring that essential front- and back-office functions run smoothly.  CGS is managed on behalf of the American Bankers Association (ABA) by FactSet Research Systems Inc., with a Board of Trustees that represents the voices of leading financial institutions.  For more information, visit

DBRS Morningstar is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, we are the fourth-largest credit rating agency in the world.  

DBRS Morningstar empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. 

DBRS Morningstar is the next generation of credit ratings. 


To learn more, visit

Ness is a global Full-Lifecycle Digital Services Transformation company. Ness has been named a leader in overall Engineering, Research, and Development (ER&D) for three consecutive years by Zinnov Zones. The talent resource pool comprises 5000+ engineers across 11 innovation hubs in the US, Eastern Europe, and India. The company has delivered more than 5000 production releases per year. For more than 20 years, Ness has proved its specialized product engineering expertise and has a 5-star Forrester Agile Delivery rating.

Perficient is the leading global digital consultancy. We have the industry experience and capabilities to transform and power financial services firms with innovative data and cloud technologies. The breadth of our services helps modernize operations, enhance the client experience, and deepen relationships. Traded on the Nasdaq Global Select Market, Perficient is a member of the Russell 2000 index and the S&P SmallCap 600 index. For more information, visit

SmartStream is a leader in financial transaction management solutions and enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply with regulations. By offering transformative digital strategies, SmartStream provides a range of solutions for transaction lifecycles with artificial intelligence and machine learning technologies embedded. More than 2,000 clients – including 70 of the world’s top 100 banks – rely on SmartStream transaction lifecycle management solutions to deliver greater efficiency to their operations.

SS&C Tier1 is a leading CRM solution, empowering clients to optimize customer engagement, increase operational efficiency, and deliver unparalleled sales experiences. Tailor-made for the unique needs of Capital Markets, Investment Banking and Management, and corporate professionals, Tier1's proprietary features and extended development drive adoption and employee efficiencies for fast-paced and nuanced workflows. Delivered through modern architecture, evolved and supported at every level by dedicated teams of accredited professionals. Providing a singular source to help design, develop, and deliver solutions directly inside our environment or the Salesforce platform. Making sure you capitalize on your investment and our relationship, a Tier1 partnership leverages talent and technology to solve today's problems and tomorrow's needs.

Gresham Technologies plc (Gresham),  is a global leader in mission critical software and automation solutions for financial services. 

Our award-winning Clareti platform helps firms operate efficiently, manage risk, stay compliant, and focus on their customers knowing that their data and digital processes are under control. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, our industry recognized Connect and Control Solutions, Data and Managed Services are proven at nearly three hundred organisations worldwide, including many of the world's largest banks, investment managers and corporates. 

Our Mission

FISD is the global forum of choice for industry participants to discuss, understand and facilitate the evolution of financial information for the key players in the value chain including consumer firms, third party groups and data providers. It is a dynamic environment in which members identify the trends that will shape the industry and create education opportunities and industry initiatives to address them.

Association Profile

  • Over 30 Years of service to the Financial Information Industry
  • Areas of operation include North America, Europe, Brazil and Asia Pacific
  • 25+ Events per year on five continents
  • 260+ Global Member Companies

Data literacy

How can new and non-data focused industry professionals develop the necessary understanding and skillset for cross-organization data proficiency?


The increasing application of alternative data for global impact.

Foundational data practices

Taking you back to the basics to ensure data readiness and preparation for advanced practices. 

Compliance, regulation, and reporting
The need-to-know of data generation, effective and timely reporting, and data management and sharing.
Cloud partnerships

Exploring the impacts of an increasingly digital first environment on the trading and data acquisition landscapes. 

Predictive analytics

What enabling technology, like AI and ML, can do to optimize outcomes and produce better efficiencies.  

Company profile

HSBC is a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Its network covers 64 countries and territories, and its expertise, capabilities, breadth and perspectives open up a world of opportunity for its customers. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.

Company profile

Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York.

Further information about Credit Suisse can be found at

Company profile

BBH is a privately held financial institution that has been a thought leader and solutions provider for 200 years. The Firm serves businesses, institutions, individuals and families in its three business lines: Investor Services, Investment Management, and Private Banking. BBH's Investor Services business provides cross-border custody, accounting, administration, execution and technology services to many of the world's leading asset managers and financial institutions.

BBH operates in eighteen locations, including New York, Boston, Beijing, Charlotte, Chicago, Denver, Dublin, Grand Cayman, Hong Kong, Kraków, London, Luxembourg, Nashville, New Jersey, Philadelphia, Tokyo, Wilmington, and Zürich.

BBH Hong Kong has been servicing Hong Kong based clients for nearly over 30 years. As a cross-border specialist with a strong focus on Greater China, BBH is a market leader in helping global asset managers access the region's growing capital pools, and Greater China managers looking to distribute their products globally.

BBH is an ETF specialist for US, European and Asian Domiciled products, and works with both experienced ETF managers and new, innovative market entrants to introduce and grow their ETF products.

For more information, please visit


BBH 是一家私人持有的金融機構, 200年來一直是創意及提供解決方案的領導者。本行於三個業務領域: 投資者服務、投資管理和私人銀行,為企業機構, 個人和家庭提供服務。BBH 的投資者服務業務為許多世界領先的資產管理公司和金融機構提供跨境託管、會計、管理、執行和技術服務。

BBH 在紐約、波士頓、北京、夏洛特、芝加哥、丹佛、都柏林、大開曼群島、香港、克拉科夫、倫敦、盧森堡、納什維爾、新澤西、費城、東京、威爾明頓和蘇黎世等18個地點開展業務。

BBH 香港以香港為基地的客戶提供服務已近30多年。作為專注於大中華區的跨境基金專家BBH在協助 環球資產管理公司進入該地區持續增長的資本池 及大中華區資產管理公司在全球分銷其產品一直處於市場領先地位。

BBH 是美國、歐洲和亞洲國內產品的 ETF 產品專家, 與經驗豐富的 ETF 經理和新的、創新的市場進入者合作, 介紹和發展他們的 ETF 產品。

欲瞭解更多資訊, 請訪問。


BBH(브라운 브라더즈 해리먼: Brown Brothers Harriman)는 민간 금융기관으로서 지난 200년 동안 꾸준히 선구자로서 솔루션을 제공해왔다. 주 업무는 투자자 서비스, 투자 관리 및 프라이빗 뱅킹 등 3가지 분야로 나눌 수 있으며 BBH의 투자자 서비스 부문은 국내외를 연계한 자산보관 관리, 회계, 유지관리 및 집행 서비스를 포함하고 있으며 세계 유수의 많은 자산 운용사와 금융기관을 대상으로 하고 있다.

BBH는 뉴욕, 보스톤, 베이징, 샤롯, 시카도, 덴버, 더블린, 그랜드 케이만, 홍콩, 크라코우, 런던, 룩셈부르그, 내쉬빌, 뉴저지, 필라델피아, 도쿄, 윌밍턴 및 취리히등 18개 지역에서 업무를 진행하고 있다. 보다 상세한 정보는 bbh.com웹사이트에서 확인 가능하다.

BBH 홍콩은 30년에 걸쳐 홍콩에 기반을 둔 클라이언트에게 서비스를 제공해왔으며 중국에 역점을 둔 해외 전문가로서 글로벌 자산 관리자들이 이 지역의 점증하는 자본에 좀더 쉽게 접근하도록 지원하는 동시에 중국의 자산 관리자들의 자사 금융상품 글로벌 시장 진출 업무도 지원해 주고 있다.

BBH는 미국, 유럽 및 아시아의 수감 제품에 대 한 ETF 전문가 이며, 경험 많은 ETF 관리자와 새롭고 혁신적인 시장 참가자 들이 ETF 제품을 소개 하 고 성장 시키기 위해 협력 하고 있다.

보다 상세한 정보는 www.bbh.com에서 확인 가능하다


BBHは、200年にわたり、ソートリーダー(”Thought Leader”)として、またソリューションプロバイダー(”Solution Provider”)として業界をリードしてきた独立系金融機関です。インベスター・サービス、インベストメント・マネージメント、プライベート・バンキングからなる3つの事業を展開しており、機関投資家やファミリーオフィス、個人のお客様へサービスを提供しています。

インベスター・サービス事業では、グローバルに展開する運用会社や金融機関のお客様へ、クロスボーダー・カストディ、ファンド計理・管理、テクノロジー・サービス等を提供しています。また、BBHは、世界の金融都市を含む18か所に拠点を有しています(ニューヨーク、ボストン、北京、シャーロット、シカゴ、デンバー、ダブリン、グランドケイマン、香港、クラクフ、ロンドン、ルクセンブルク、東京、ウィルミントン、チューリッヒ等)。※詳細はウェブサイト をご確認ください。




Company profile

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries.

Company profile

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients to realise their projects through solutions spanning financing, investment, savings and protection insurance.

Fully integrated in the BNP Paribas Group, BNP Paribas Corporate and Institutional Banking (CIB) is a leading provider of solutions to two client franchises: corporates and institutionals, and operates across EMEA, APAC and the Americas. The bank is a global leader in Debt Capital Markets and Derivatives. It is a top European house in Equity Capital Markets and it has leading franchises in Specialised Financing. In Securities Services, it is a top five house worldwide.

Company profile

Societe Generale

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for its clients, committed to the positive transformations of society and the economy.

Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 147,000 members of staff in 67 countries and supports on a daily basis 31 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses:

  • French Retail Banking, which encompasses the Societe Generale, Crédit du Nord and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation;
  • International Retail Banking, Insurance and Financial Services to Corporates, with networks in Africa, Russia, Central and Eastern Europe and specialised businesses that are leaders in their markets;
  • Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions.

Societe Generale is included in the principal socially responsible investment indices: DJSI (World and Europe), FTSE4Good (Global and Europe), Euronext Vigeo (World, Europe and Eurozone), four of the STOXX ESG Leaders indices, and the MSCI Low Carbon Leaders Index.

For more information, you can follow us on twitter @societegenerale or visit our website


Company profile

Schroders is an independent global asset management company with over 210 years of investment heritage. Asset management is our business and our goals are completely aligned with those of our clients – the creation of long-term value.

We manage $650 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We employ over 5,600 talented people worldwide operating from over 34 different countries across Europe, the Americas, Asia Middle East, and Africa. 

We manage over $38bn on behalf of Official Institutions and have a dedicated team to support these institutions.

Company profile

Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, it maintains offices in all major financial centres worldwide.

Company profile

BlackRock’s Official Institutions Group (“OIG”) partners with central banks, sovereign wealth funds, finance ministries, future generation funds and multi-lateral organizations, offering the full range of customized solutions and global investment management, risk management and advisory services.


Our clients can take advantage of BlackRock’s broad global investment platform and expertise across a robust set of asset classes spanning the full risk spectrum. We are aware of the unique set of requirements facing official institutions and can tailor an investment strategy within a given mandate to reflect the specific constraints and needs of our clients. As a fiduciary, we share the same objectives and challenges as our clients. By partnering with them and leveraging the experience of BlackRock investment professionals as well as Aladdin, our end-to-end operating system for investment management, we believe we can generate long-term solutions that allow us to achieve our client’s goals. BlackRock has provided investment solutions to official institutions worldwide since 1992 and manages $537 billion on behalf of these institutions as of 30 September 2022. 


As of 31 December 2022: 

  • OIG manages c. $600 billion in assets under management, including self-reported iShares holdings, for 138 official institution clients worldwide (59 central banks, 27 sovereign wealth funds, 24 national pension funds, 28 multilateral development banks, ministries and agencies).
  • OIG provides risk management tools in the form of BlackRock’s Aladdin and eFront solutions to 21 official institution clients worldwide.
  • BlackRock’s Financial Markets Advisory ("FMA") team has completed 146 assignments for global official institution clients since 2013.

Dedicated team of seasoned OIG client relationship managers partner closely with BlackRock’s broader institutional client business to ensure holistic relationship coverage across headquarters and regional rep offices

Company profile

The AXA Commercial team is looking forward to meeting and catching up with you at Broker Expo 22! There’ll be representatives from across SME, Vantage mid-market, Schemes and Broker Elevate, who’ll be on hand to find the right cover and services to help you and your clients go further. So come and join us for a coffee - and don’t miss the broker-focused sessions on the Content Zone we’re sponsoring, which is right next to our stand.


Stand Number: Sponsor Zone 3  

Company profile

The EDM Council is a non-profit global association created to advance Data Management best practices, standards and education. The 200+ global member firms and more than 10,000 professionals of the EDM Council represent its expanding list of industries including financial services, automotive, manufacturing along with data vendors, technology companies, consultants, academia and regulators supporting those industries