Axos® Clearing, A Subsidiary of Axos Financial

How do clearing firms stay ahead in an evolving wealth management landscape? In his latest WealthManagement.com article, David Crow, Head of Axos Clearing, explores how firms can leverage new technologies and personalized service to take on a more prominent role in wealth management and empower their advisors and clients to thrive. Curious how tech can actually enhance human connections? Read the full article now: https://lnkd.in/g2_S2bET

We’re ready for the Big Sky AI Roundtable! Summer Fischer-Tom will be sharing insights into the intersection of AI and behavioral science to transform market strategies and uncover what truly drives customer decisions. “Data-Driven Creativity: Leveraging AI/ML and Behavioral Science to Drive Customer Insights” https://lnkd.in/gwPZs266

How can you stay ahead of market trends? Gilbert Addeo, SVP, Business Development, explains how Axos Clearing leverages your insights to tailor solutions that address your firm's core challenges and drive meaningful impact. It all starts with a conversation—we engage with peers and clients in our community to understand your priorities and deliver timely, relevant solutions. Connect with Gil to discover how Axos Clearing shapes our products to more effectively drive success and expand your impact.

Axos Clearing is proud to be a Presenting Sponsor for the BIG SKY AI ROUNDTABLE—an exciting event that gathers executives and visionaries from across the financial services industry—hosted by Digital Wealth News and AI&Finance | DWN. We’re thrilled to collaborate with Michael Partnow, Bill Taylor, and Cindy Taylor to bring together thought leaders driving innovation in AI and finance. Don’t miss Summer Fischer-Tom’s presentation “Data-Driven Creativity: Leveraging AI, ML and Behavior Science to Drive Customer Insights”. The focus will be on how complex cognitive patterns shape customer decisions and how to use behavioral science to transform market strategies. Want a sneak peek? Check out the teaser video here: https://lnkd.in/gwPZs266 We look forward to seeing you there!

Product development starts with prioritizing your needs—that’s our key to helping your firm make a big impact! Summer Fischer-Tom shares how we put your strategic objectives at the heart of every solution we deliver. This focus has driven the development of our comprehensive, integrated technology solution, designed to optimize your operations and accelerate growth. Hear more about how we put you first: 

Your securities—and your peace of mind—are safe with Axos Clearing. Our holdings are backed by the strength and stability of Axos Bank so you can focus on what matters most: bringing your business closer to achieving its goals.

Join us at SIFMA ’s Operations Conference & Exhibition! Connect with Ron Pitters and Lance Shafer to see how we empower clients to future-proof operations with innovative technology that helps them grow and stay dynamic in a competitive financial landscape.

Axos Clearing is excited to be at Future Proof 2024! Discover how our innovative solutions and personalized service can transform your business and keep you ahead in this rapidly evolving landscape. Gain insights from our experts—David Crow, Michael P. Scaplen, Gilbert Addeo, Summer Fischer-Tom, and Tina Hollinger — and enjoy a unique whiskey tasting experience at our booth. Stay tuned for more details!

Today, we honor our workforce and its contributions to America’s prosperity. Hard workers like you are the strength of our nation. Happy Labor Day!

David Crow, EVP of Axos Clearing, shares his vision for this exciting fiscal year ahead at Axos. We’re building and enhancing our technology to amplify your business growth with a focus on: - Creating a broader, more cohesive ecosystem that encapsulates our comprehensive suite of products and offerings. - Optimizing our capabilities and solutions to help firms and their advisors better serve investors. - Creating seamless integrations with retail banking and lending capabilities so advisors and investors can see everything in one place. View the video to hear more from David about what’s to come.