Events

Virtual Event

Leveraging Automation to Maximize the Benefits of GIPS® Compliance

 May 14, 2025 | 11:00 AM ET

Join Confluence Technologies, TSG Spaulding Group and AXA IM for this exclusive webinar to explore how automation is reshaping the GIPS® compliance landscape. This session is designed to educate market participants on emerging trends and strategies that firms are leveraging to enhance service levels and scalability. During the webinar, our expert panel will discuss:

  • Automation with control: Improve accuracy while saving time.
  • Composite membership rules: Automate processes and boost efficiency.
  • Streamlined workflows: Optimize compliance and enhance output.
  • Internal processes: Improve accuracy and operational efficiency.
  • Service levels: Leverage automation for customized reporting.
  • Verification: Centralize results for seamless verification.

GIPS® is a registered trademark owned by the CFA Institute.