Archived events 2013-2014

FA’s 15 year anniversary party

  • November 20th, 2014
  • 18:00-00:00
  • Helsinki, Finland

Save the date November 20th – FA Solutions 15 year anniversary party at the city center of Helsinki! Location: G18, street: Yrjönkatu 18, 00120 Helsinki.

The party will start at 18:00. Welcome!
 
 

Venue

  • G18Yrjönkatu 18Helsinki, Finland

Introduction to FA 2.0

  • April 4th, 2014
  • 12:00-13:00
  • Helsinki, Finland

FA Solutions is launching the next generation of its software – FA Portfolio, FA Sales and FA Front.
The new version 2.0 contains improved user experience and new functionalities that are designed to support even better the processes in the investment companies.

Agenda
12.00 – 13.00 Introduction to FA 2.0

Venue

  • FA Helsinki OfficeUudenmaankatu 7B, 4th floorHelsinki, Finland

Organizer

  • Hannes Helenius
  • +358 20 7118 514
  • hannes(a)fasolutions.com

Introduction to FA 2.0

  • April 4th, 2014
  • 08:30-10:00
  • Helsinki, Finland
  • Breakfast Seminar

FA Solutions is launching the next generation of its software – FA Portfolio, FA Sales and FA Front.
The new version 2.0 contains improved user experience and new functionalities that are designed to support even better the processes in the investment companies.

Agenda
08.30 – 09.00 Breakfast and meet colleagues
09.00 – 10.00 Introduction to FA 2.0
10.00 – 10.30 Networking, questions

Venue

  • FA Helsinki OfficeUudenmaankatu 7B, 4th floorHelsinki, Finland

Organizer

  • Hannes Helenius
  • +358 20 7118 514
  • hannes(a)fasolutions.com

Smoother asset management

  • April 4th, 2014
  • 08:00-10:15
  • Stockholm, Sweden
  • Breakfast Seminar

Breakfast seminar on more efficient processes in an asset management company. Seminar is held in Stockholm.

Agenda
08.00 – 08.30 Breakfast and meet colleagues
08.30 – 09.00 Keynote Speaker Linda Fredriksson, Consortum
09.05 – 09.45 Introduction and demo of FA Sales, FA Portfolio and FA Online
· Mobility: FA Sales as CRM tool
· How can FA Portfolio support Asset Management?
· FA Online for Client Reporting
09.45 – 10.15 Networking, questions

Venue

  • Summit KonferensGrev Turegatan 30Stockholm, Sweden

Organizer

  • Richard Nordin
  • +46 702 92 88 82
  • richard(a)fasolutions.com

Portfolio management in the modern private banks

  • June 4th, 2013
  • 08:00-10:30
  • Stockholm, Sweden
  • Breakfast Seminar

Breakfast seminar on portfolio management in the modern private banks. Speakers include exprienced professionals from the Nordic asset management sector.

Agenda
8.00 – 8.30 Breakfast and meet colleagues
8.30 – 9.20 Keynote Speaker Jani Laitinen and Christian Borgström: Founders & Partners, JAM Advisors
How to make an impact in the market as a new provider
Discretionary Asset management – Challenges and opportunities
How is FA Portfolio used – and why was the system selected?
9.20 – 9.40 Which factors impacts the selection of asset manager by a Family Office? Hans Lindroth, CIO/CEO Lingfield
9.40 – 10.00 Introduction to FA Portfolio, Front and Backoffice for asset managers.
10.00 – 10.10 Q&A
10.10 – 10:30 Possibility to network

The seminar is held in Swedish.

Venue

  • Summit KonferensGrev Turegatan 30Stockholm, Sweden

Organizer

  • Richard Nordin
  • +46 702 92 88 82
  • richard(a)fasolutions.com

Succeeding in sales with tightening financial regulations

  • May 15th, 2013
  • 08:00-10:30
  • Helsinki, Finland
  • Breakfast Seminar

Breakfast seminar focusing on sales in financial sector with tightening regulations. Guest speakers include experienced sales and marketing director from banking industry and regulatory and juridical advisor. Seminar is held on May 15th in Helsinki.

Agenda
8.00 – 8.30 Breakfast and meet colleagues
8.30 – 9.15 Advisory tools in retail banking – Pekka Törmälä, Danske Bank
9.15 – 10.00 Challenges for sales from tightening regulation – Jaana Immonen, JLM Law
10.00 – 10.30 How modern financial tools can increase efficiency despite regulations – Hannes Helenius, FA Solutions
10.30 – Possibility to network

The seminar is held in Finnish.

Venue

  • Restaurant TeatteriEsplanadi 2Helsinki, Finland

Organizer

  • Hannes Helenius
  • +358 20 7118 514
  • hannes(a)fasolutions.com