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.

Software engineer and AI systems architect with 20+ years building large-scale, high-reliability platforms, including senior engineering roles at AWS. Designs SmartSettle AI's machine-learning models and agentic resolution architecture.

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 Sales,
EMEA

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.