Q4 Finnovation Forum 2026

October 21-23, 2026 · The Westin Irving Convention Center at Las Colinas, Irving, TX

The Q4 Finnovation Forum is Finlocity's end-of-year gathering for financial services professionals evaluating technology. It sits deliberately in the fourth quarter, when firms are setting the following year's budget and shortlisting the systems they intend to buy, which gives the conversations a more practical edge than the spring conference circuit.

Who attends

Technology and operations leaders from banks, credit unions, broker-dealers and wealth management firms, alongside the fintech vendors and platform providers serving them. The format leans toward structured meetings and small-group sessions rather than large keynotes.

What's on the agenda

• Technology evaluation and vendor selection heading into the new budget year

• Digital transformation across financial services

• Data strategy, integration and system consolidation

• AI and automation in financial operations

Why the data layer decides these projects

Most technology shortlists assume the new system will slot cleanly into an existing stack. In practice the integration work is where budgets and timelines get consumed, and firms discover that the constraint was never the application — it was that their data lived in a dozen systems that had never been reconciled. Getting the data layer right first is what makes every subsequent purchase cheaper.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.

Talk to us about your firm's data layer