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CAIB 2007 in Guyana

POTENTIA participated in the annual conference for Caribbean Association of Indigenous Banks (CAIB) in the city of Georgetown,

Guyana.   Mr. Enrique R . O’Reilly was invited to deliver a conference entitled “Innovative Delivery Channels:  Opening Markets Beyond Boundaries”   The presentation, which was based on examples from clients using the FINANTIX Components and was very well received by the audience.    The main theme for this annual meeting was “Defining the Market Space”  Mr. O’Reilly showed that with the tools available within the FINANTIX product, these Indigenous Banks will be able to use the internet in an effective marketing driven channel to improve their market reach. 

AMIB Conference in Cancun

In October, POTENTIA sponsored the 7th Technical Day of AMIB members in Cancun, Mexico.  AMIB (Asociación Mexicana de Intermediarios Bursátiles) is the Mexican Association of financial firms that participate in the stock market.   POTENTIA participated with a presentation entitled “SOA in Action:  Integrating Communication Channels” which was very well received.

Potentia Sponsors Wealth Management Summit in NY

2nd Annual Wealth Management Industry Summit  – Sep 27th 2007

Venue: The Union League Cluib Of New York, 38 East 37th Street, New York, NY 10016

Presented by FSO Knowledge Xchange, is a premier one-day summit focused specifically on the wealth management industry.   For more information visit  FSO Knowledge Xchange.    POTENTIA n will host a conference entitled: Empowering Advisors and Injecting Sales and Marketing Focus to Wealth Managment Organizations.  It will be given by Alessandro Tonchia Founder and CEO, Finantix.

MIAMI CLAB2007

CLAB 2007 is an opportunity to become acquainted with the latest strategies, trends and tools in the marketing and technology fields currently being implemented in the financial services industry.

CLAB 2007 includes recognized experts who will address the latest topics as part of this year’s agenda. They will raise issues affecting Latin American financial markets as well as the ideal relationship between marketing and effective use of ITCs (Information and Communications Technologies). Also present will be financial sector exhibitors and solution providers, with all the latest tools developed for traditionally successful products as well as leading edge technology developments capable of making a difference among various products.

We invite you to visit us on Aug 22-24 2007 at the Stand 8. More information in http://www.congresoclab.com