SIFMA Operations & Technology Society

The Operations and Technology Society is comprised of four Sections organized along business lines.

About the SIFMA Operations & Technology Society

Each section offers unique educational and networking opportunities, yet is also strengthened by a collective affiliation in the Operations and Technology Society.

Corporate Actions Section
The Corporate Actions Section is a Section of the SIFMA Operations and Technology Society focused on education, networking, and the sharing of best practices in the corporate actions, proxy, and settlement sectors of the financial services industry. Its membership consists primarily of operations and technology professionals from broker-dealers, banks, accounting firms, clearing firms, asset management firms, and consulting firms.

Credit and Margin Section
The Credit and Margin Section is a Section of the SIFMA Operations and Technology Society focused on education, networking, and the sharing of best practices in the credit and margin sector of the financial services industry. Its membership consists primarily of operations and technology professionals from broker-dealers, banks, accounting firms, clearing firms, asset management firms, and consulting firms.

Customer Account Transfer Section
The Customer Account Transfer Section is a Section of the SIFMA Operations and Technology Society focused on education, networking, and the sharing of best practices in the account transfer sector of the financial services industry.

Securities Operations Section
The Securities Operations Section is a Section of the SIFMA Operations and Technology Society focused on education, networking, and the sharing of best practices in the operations sector of the financial services industry. Its membership consists primarily of operations professionals from broker-dealers, banks, accounting firms, asset management firms, and consulting firms.

If you have any questions, please contact SIFMA's Office of Professional Societies at 212.313.1290 or [email protected].