Caliber Corporate Advisers

Get the complete guide to an action-packed rest of 2024! 📖 We've listed more than 65 conferences for professionals in #banking, #financialservices, #insurance #insurtech, #realstate and #proptech. 🤝 Explore our guide to decide which conferences are a must for you and get exclusive tips on maximizing your experience: https://lnkd.in/gnNwHw2d

Counting down to #CREtechNY! 🌆 The Caliber team is excited to explore cutting-edge advancements in real estate, technology, and sustainability with industry leaders worldwide. Be a part of the transformation! Use code PARTNERCALIBER20 for 20% off your registration: https://lnkd.in/ehYVRTBb #Innovation #Sustainability #RealEstate #CREtech

Join the brightest minds in private banking, wealth, and asset management at the FinTech Global WealthTech Summit! This summit is where industry leaders come together to explore cutting-edge solutions, connect with senior experts, and witness firsthand how innovation reshapes finance. 🚀 #GWTS24 #WealthTech #Finance

Two weeks ago, we attended Fintech Sandbox’s Boston Fintech Week, where leaders and innovators gathered to discuss the state of fintech and the road ahead. Here are some standout themes from a fantastic week: 💡 AI’s Expanding Role: AI continues to power innovation across areas like fraud prevention, lending and wealth management. A key insight this year was how AI can support functions like financial planning and treasury — automating processes for CFOs and finance teams to meet the growing demand for greater efficiency. 💳 The Evolving Fintech Landscape: In a panel discussion, VCs highlighted an anticipated fintech renaissance focused on back-office automation, with investments increasingly directed at technology that supports CFOs and others finance roles in optimizing accounts payable, enterprise resource and planning and treasury functions. 🌍 Financial Inclusion: Financial inclusion remains a prominent theme, with discussions emphasizing the importance of tools that serve underserved communities, expanding accessibility across diverse demographics. 💼 The Evolution of Banking-as-a-Service (BaaS): Rather than seeing BaaS as static, industry leaders underscored that it must evolve to meet changing demands, focusing on more resilient and adaptable infrastructures that enhance deposit retention and support various use cases. In addition to attending insightful sessions, Caliber CEO Grace Keith Rodriguez participated in a roundtable, "How to Get Media Coverage: Tips & Tricks for Pitching to the Press," highlighting the importance of a well-thought communications strategy in building brand visibility. We also co-hosted Bourbon & Bites with The Financial Revolutionist at Granary Tavern — an evening that brought these insights full circle, emphasizing collaboration and conversation in shaping fintech’s future. Boston Fintech Week underscored fintech's adaptability, the value of strategic partnerships and the role of compliance in a shifting landscape. 🔽 What were your Boston Fintech Week highlights? #Fintech #AI #FinancialInclusion #BankingInnovation #BostonFintechWeek #VCLandscape #FintechTrends #FinancialServices Deniz A. Johnson Sarah Biller Laura Kornhauser Kelly Fryer David Jegen Nicole Edwards Jim Smith Brian Cabanban

We recently had the privilege of attending American Banker’s Most Powerful Women in Banking conference — an experience that was nothing short of inspiring. Here are some key takeaways: 💡 The Power of Curiosity: One session emphasized the role of intellectual curiosity in leadership, highlighting the value of taking risks, staying open-minded and continuously asking “why.” Leaders who challenge assumptions and explore AI’s potential are better positioned to drive innovation and stay ahead. 🤝 Inclusivity Matters: The session "Leading with Inclusivity: Deliberate & Responsive Inclusion" stressed using precise language, as words like “awesome” or “great” can vary in meaning for different people. Another insight was distinguishing “permission” from “invitation” — simple shifts, like welcoming someone with a bridging statement, can create a sense of belonging. 🏢 Culture as a Catalyst: In "How Leaders Make or Break a Bank’s Culture," speakers underscored leadership’s role in shaping culture. A healthy culture fosters innovation, strengthens customer relationships and enhances loyalty. Leaders must set standards, model behavior and create environments where teams excel. 🏆 Celebrating Excellence: We also had the honor of attending the NEXT Awards and The Most Powerful Women in Banking Awards, where it was inspiring to be among influential women in the industry. It underscored the importance of community, collaboration and recognizing exceptional leadership. Did you attend #MPWIB? What stood out to you? Comment below. ⏬ #WomenInBanking #Leadership #Inclusivity #BankingIndustry #AI #MostPowerfulWomenInBanking Grace Keith Rodriguez Kristie Galvani Anu Aiyengar Maria Hackley Carolyn Duby Chana Zimmerman Priscila Bala Bridgit Chayt Jennifer Smith Jeane M. Vidoni Mary de Wet Whitney Parker Mitchell Mary Ellen Egan Mary Ann Miller

Where innovation meets people! InsureTech Connect Vegas was filled with conversations about how AI and tech can enhance the experience for agents and customers, leading to a more efficient and streamlined industry. This theme is just one of many that emerged from the conference. Discover how innovation is shaping the future of the insurance industry in our latest blog post: https://lnkd.in/ghmzsvQx #ITCVegas #ITCVegas2024 #Insurance #Insurtech #CaliberConnect

Where innovation meets people! InsureTech Connect Vegas was filled with conversations about how AI and tech can enhance the experience for agents and customers, leading to a more efficient and streamlined industry. This theme is just one of many that emerged from the conference. Discover how innovation is shaping the future of the insurance industry in our latest blog post: https://lnkd.in/ghmzsvQx #ITCVegas #ITCVegas2024 #Insurance #Insurtech #CaliberConnect

🎰🤝 What a win at Fin & Juice during Money20/20! Fin & Juice events go beyond networking — they spark innovation, foster collaboration and build valuable industry connections. Thanks to The Financial Revolutionist and partners TradeStation, Grasshopper Bank, The Bowdoin Group, FINTOP Capital and Crowe. Whether it's your first or you're a regular, we want to hear about your experiences and the connections you've made at this or any #TheFRPresents event. Share your thoughts below! 👇 #TheFRPresents #Fintech #FintechEvents #Money2020 #CaliberConnect Brana Webb Colleen Flynn Allison McDaniel Jarid Altmark Chris Tremont Clayton Mitchell

🎲 Round 2 in Sin City! 🎰 We're gearing up for another exciting Money20/20 and are eager to explore cutting-edge trends and forge valuable new connections. 🍹 Tonight, join us at the Fin & Juice event hosted by The Financial Revolutionist. It's the ideal setting to celebrate the innovative spirit of fintech with industry leaders. #Money2020 #FintechEvents #Networking #TheFRPresents #CaliberConnect Grace Keith Rodriguez Harvey Hudes Will Barthel Ryan Hall Sarah Weaver Gerlyn Y.

Calling all innovative startups! This is your chance to pitch your tech product or service at SXSW Pitch 2025. Take this opportunity to showcase your innovations and connect with industry leaders, investors and media on a global stage. Don’t miss your chance — the deadline is November 3, 2024, at 11:59 p.m. PT. Applications are still open: https://lnkd.in/ev7DQ-k #SXSW2025 #Innovation #Startups #SXSW