Linedata Exchange London 2026

Don’t miss the start as we set the stage for a day of insightful discussions on operational excellence, technological innovation, and strategic adaptation.

Start the day with a candid, executive-led conversation focused on how shifting market forces are redefining client outcomes across investment operations and servicing models. Linedata leaders will examine the pressures asset managers, lenders, and service providers are navigating today—and how those forces are reshaping expectations for service, speed, and value. The panel will cut through the noise to highlight where leading firms are prioritizing change to deliver better outcomes for clients today—and what those priorities signal for the future of financial services.

Co-Sourcing, Automation and AI are the core ingredients for attaining operational efficiency. Collectively they offer a new operating paradigm for asset managers to achieve scall and leverage across the enterprise (i.e. Operational Alpha). AI in particular is going to disrupt the status quo on how firm structure, staff and support the investment process post execution. We will discuss how to best leverage these “operational efficiency” catalysts and integrate them within your firm’s operating model. In particular, we will touch on areas to explore (e.g. Agentic AI), partner selection, integration options, governance and control and cybersecurity impact.

Will outline how Optima is evolving from a application focused platform into a cross-operational solution that coordinates activities across investment operations, using Agentic AI and smart dashboards to orchestrate workflows and surface insight. The session will connect today’s industry challenges with Optima’s current capabilities and future vision, helping clients move from fragmented, manual processes toward domain-led automation, integrated workflows, and a stronger partnership between Services, Software, and Business.

Learn how Linedata’s Asset Management Platform is expanding to create best-in-class extensibility through APIs, We’ll demonstrate how our approach to providing clients full access to their data via APIs enables client choice in a best-of-breed environment.

As markets move faster and portfolios grow more complex, having a single trusted view of your portfolio that you can act on directly is critical. Join this session to hear how Linedata Global Hedge is evolving to expand it's core IBOR capabilities and layer in new trading and post-trade features such as performance measurement and attribution.

Meet Icon product experts and discuss Linedata’s plans to transform back office operations using Optima and Agentic AI

Learn how Linedata’s Asset Management Platform is converging to create best-in-class experiences through a single pane of glass, We’ll demonstrate how our approach to user experience and trade automation is helping portfolio managers and traders work more efficiently in an increasingly complex market.

Co-Sourcing, Automation and AI are the core ingredients for attaining operational efficiency. Collectively they offer a new operating paradigm for asset managers to achieve scall and leverage across the enterprise (i.e. Operational Alpha). AI in particular is going to disrupt the status quo on how firm structure, staff and support the investment process post execution. We will discuss how to best leverage these “operational efficiency” catalysts and integrate them within your firm’s operating model. In particular, we will touch on areas to explore (e.g. Agentic AI), partner selection, integration options, governance and control and cybersecurity impact

In this session, we'll introduce Optima AI — a platform designed not as another workflow queue, task manager, or routing layer, but as an end-to-end operating system for the work that actually shows up at fund administrators such as: unstructured, multi-format, and time-sensitive data.

Panelists will explore how their firms are responding: evolving service models, rethinking client engagement, and investing in new capabilities to meet increasingly sophisticated expectations.

Join us as we reflect on the day and outline how Linedata will continue to support your business priorities through 2025 and beyond.