FinDEVr SF 2015 / Apex Clearing

Presenter Profile

Apex Clearing is an innovator in securities clearing, custody, execution and technology. We specialize in supporting a variety of financial institutions including broker dealers, proprietary trading firms, online registered investment advisors, and financial technology startups. Our technology powers the most cutting-edge financial firms in the world, and our innovative approach to back office solutions enables businesses to grow and succeed. Apex prides itself on thinking differently and tirelessly pushing the boundaries of financial services. Apex Clearing Corporation is registered with the SEC, a member of FINRA and participant in SIPC.

Presentation

Fund, Trade, Invest . . . Instantaneously

Traditionally, the time required to open a brokerage account is measured in hours or days. Apex will demonstrate how a customer can instantaneously open and fund a brokerage account and place trades within the same day. We illustrate how a company can leverage Apex’s RESTful APIs to create the fastest and simplest user experience for their customers. In an age when attention spans barely the length of a 20-minute presentation, we will show you how our technology captures the customer and gets them invested before they can consider abandoning the process. Apex’s effective automation and transparency sets a new standard for costs in a conventionally hi-touch industry.

What You’ll Learn

  • How Apex enables fintech companies
  • How you can use Apex’s APIs to change the way your customers interact with financial service companies
  • How Apex simplifies the brokerage account opening and funding process to get your customer to market as fast as possible

Presenters

Sam McIngvale, VP Engineering
smcingvale@apexclearing.com | 214-765-1057

Emily Auer, Bus. Dev.
eauer@apexclearing.com | 214-765-1068


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