Practitioners who understand settlement workflows.

20+ years in fintech. Led Bloomberg's global post-trade implementations and customer success for FailStation. Co-founded Middle Office Solutions serving as COO (acquired by Bloomberg 2013).

40+ years of experience in financial services technology and operations, including serving as EVP of Investment Operations at PIMCO. Serves as a Special Advisor at Reverence Capital and a former board member of DTCC and Omgeo.

30+ years of experience in financial services technology and capital markets operations, including leading Enterprise Product at Bloomberg. Previously held senior leadership roles at Goldman Sachs and JP Morgan.

40+ years in financial services. Former Group President at SunGard, leading global revenue growth across capital markets solutions. Proven track record scaling sales organizations and driving strategic client partnerships.

20+ years across investment operations, trade settlement, and family office fiduciary administration at AllianceBernstein, Morgan Stanley Investment Management, PIMCO, and ultra-high-net-worth offices.

Implementation and operations specialist helping financial institutions streamline post-trade workflows, data integrations, and client onboarding while delivering practical AI-driven settlement solutions.

Neil Southward

Head of EMEA Sales

20+ years' experience across banking and FinTech. 12+ years in banking operations and change management at UBS and Barclays, followed by 12+ years in FinTech at Traiana, AccessFintech and SmartSettleAI, spanning ecosystem growth, strategic partnerships and post-trade transformation.

Senior technology executive at Senahill Partners, Goldman Sachs, Merrill Lynch, BNY Convergex, and Credit Suisse. Expert in OMS, trading, compliance, clearance, and settlement.

CRO at Abacus Group. 20+ years in financial services sales. Former Head of North America Alternative Sales at BroadRidge and Head of Sales at DSTi/SS&C.