NeoXam

Our third Client Workshop edition of the year recently took place at our Paris HQ, bringing together a new group of GP users for a collaborative and insightful testing session 🤝

Participants had the opportunity to explore the latest GP Web mockups and share valuable feedback, helping us further refine key functionalities and enhance the overall user experience 💻📊

Led by Lucille Mercier, our Lead UX Designer, alongside the Product team, the workshop followed a structured testing approach designed to turn every insight into actionable improvements aligned with our clients’ needs 🎯

A big thank you to all participants: MACSF, ACM Limited, CACEIS and Groupama for their continued trust and collaboration 💡

And kudos to our NeoXam teams for continuing to make these hands-on workshops such a success! 👏

🚀 Proud to be participating in the 10th Special IT Edition of the Groupe Talents Handicap job forum! ✨

🎯 From June 5 to June 25, 2025, this fully online event brings together candidates from across France who have an officially recognized disability status (RQTH or equivalent).

💡 At NeoXam, we firmly believe that disability should never be a barrier to employment. On the contrary, it can be a powerful source of creativity, innovation, agility, and resilience.

👉 Discover our current career opportunities and apply today: https://www.neoxam.com/careers/

🚀🇦🇹 Meet NeoXam & Concedro at the Vienna Financial Summit 2026!

We're happy to attend the next Vienna Financial Summit on June 17 alongside our dear partner, Concedro.

Hosted by WM Datenservice at the iconic MuseumQuartier, the summit will bring together leading experts from across the financial industry.

Together with Concedro, we look forward to connecting with attendees, discussing the latest industry developments, and sharing NeoXam's latest insights on data management, investment operations, and financial technology.

Concedro helps financial institutions navigate data management, regulatory requirements, and digital transformation through specialized consulting and innovative solutions.

📍 If you're in Vienna, this is an event not to be missed!

Make sure to book a quick chat with us and stop by our booth to learn more:
https://zurl.co/AY690

🇩🇪:

🚀🇦🇹 Treffen Sie NeoXam & Concedro auf dem Vienna Financial Summit 2026!

Wir freuen uns, am 17. Juni gemeinsam mit unserem geschätzten Partner Concedro am Vienna Financial Summit teilzunehmen.

Der von WM Datenservice im renommierten MuseumQuartier veranstaltete Summit bringt führende Expertinnen und Experten der Finanzbranche zusammen.

Gemeinsam mit Concedro freuen wir uns auf den Austausch mit den Teilnehmerinnen und Teilnehmern, spannende Gespräche über aktuelle Entwicklungen der Branche sowie darauf, unsere neuesten NeoXam Insights zu den Themen Datenmanagement, Investment Operations und Financial Technology zu teilen.

Concedro unterstützt Finanzinstitute mit spezialisierter Beratung und innovativen Lösungen bei den Herausforderungen rund um Datenmanagement, regulatorische Anforderungen und die digitale Transformation.

📍 Sie sind in Wien dabei? Dann sollten Sie dieses Event nicht verpassen!

Vereinbaren Sie gerne vorab ein kurzes Gespräch mit unserem Team und besuchen Sie uns an unserem Stand – wir freuen uns auf den Austausch: https://zurl.co/AY690

AI, innovation & collaboration at the heart of Paris 📊💡

The morning after our annual NeoXam Global Forum at the iconic Salle Gustave Eiffel, we continued the conversation with our guests by hosting our very first NeoXam Product Day at Morning Bourse, just steps from our HQ.

A half-day dedicated to innovation across the investment management value chain, with live demos, breakout sessions on product updates, market trends, and plenty of time to connect with our teams 📈🤝

Our Product Directors showcased how AI is already embedded across most of our solutions to boost efficiency, automation, and performance 🤖⚡

Breakout session highlights:
💡 NeoXam DataHub — Agentic AI: Author Faster, Review Safer with Julien Vallet
📊 NeoXam Impress — From Data to Deck in Minutes with Yann Bloch
⚙️ NeoXam Aro — Addressing Client Challenges, Enhanced with AI with Danny Murphy
📈 NeoXam GP — Private Assets: Turning Complexity into Competitive Edge with Mathieu Piette
🚀 NeoXam PMS — 2026 Updates: Performance, Usability & Automation with Cedric Cajet

Between sessions, attendees headed up to the rooftop for one-on-one chats at our product booths, Q&A with tech experts, and demos of our latest features, all over a light lunch and a cocktail in a relaxed setting made for meaningful conversation.

A BIG thank you to everyone who joined us. See you next year! 🚀✨

Credit pictures: Federico Pestellini - Shootday

🏦🗼✨ NeoXam Global Forum Paris Edition 2026 — Elevating Finance from the Heart of Paris.

Yesterday afternoon, we had the pleasure of hosting the annual NeoXam Global Forum Paris Edition at the prestigious Salle Gustave Eiffel, on the 1st floor of the Eiffel Tower.

This exclusive gathering brought together leading financial professionals for an inspiring afternoon of insights, dialogue, innovation, and networking around the future of finance and technology.

It was a privilege to welcome our clients, partners, and guests to share NeoXam’s strategic vision for the months ahead, including how AI is already being deployed across most of our solutions to enhance performance across the investment management value chain.

📌 Featured presentations

A special thank you to our distinguished guest speakers and contributors for their valuable insights and engaging discussions:

🎤 Simon Breysse & Nicolas Harle, Partners at Bain & Company
🔹 Industry Landscape & Technology Trends.
🎤 Rinesh Patel, Global Head of Industry & Financial Services at Snowflake
🔹 The Future of Investment Data: Certified, Connected, AI-Ready.
🎤 David Bellaiche, Exco Member, Head of Product & Innovation at CACEIS
🔹 Asset Servicing Keynote: AI & Innovation.
🎤 Arnaud Claudon, Head of Asset Owners & Managers Client Lines at BNP Paribas Securities Services, introducing Data PRISM360 powered by NeoXam
🔹 Asset Servicing Keynote: Data-as-a-Service.

The afternoon concluded with a private guided tour of the first floor of the Eiffel Tower, followed by a cocktail reception overlooking Paris by night, with breathtaking 360° views of the city 🌃🥂🗼

A heartfelt thank you to Lia Darmon and the SODEXO Prestige team, who ensured every detail was impeccably delivered.

Credit pictures: Frederico Pestellini - Shootday

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Private Equity & Venture Capital Association (LPEA) at the KPMG offices in Luxembourg.

Our Managing Director Continental Europe, Charles Sayac, and Head of Sales Luxembourg, Anne Thiel, were thrilled to represent NeoXam and engage with private markets professionals, operations leaders, and fintech innovators shaping the future of the industry📊💡

As a proud member of LPEA, we highly value the association’s role in strengthening Luxembourg’s position as a leading European hub for Private Equity and Alternative Investments, while fostering collaboration, innovation, and knowledge sharing across the ecosystem. 🌍🏦

During the event, our team showcased how NeoXam supports the entire value chain of private assets operations:
📂 From unstructured documents
⚙️ To automated workflows
📈 To investor-ready reports

Thank you to everyone we had the pleasure of meeting and exchanging with throughout the day! 🙌🇱🇺✨

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Private Equity & Venture Capital Association (LPEA) at the KPMG offices in Luxembourg.

Our Continental Managing Director, Charles Sayac, and Head of Sales Luxembourg, Anne Thiel, were thrilled to represent NeoXam and engage with private markets professionals, operations leaders, and fintech innovators shaping the future of the industry📊💡

As a proud member of LPEA, we highly value the association’s role in strengthening Luxembourg’s position as a leading European hub for Private Equity and Alternative Investments, while fostering collaboration, innovation, and knowledge sharing across the ecosystem. 🌍🏦

During the event, our team showcased how NeoXam supports the entire value chain of private assets operations:
📂 From unstructured documents
⚙️ To automated workflows
📈 To investor-ready reports

Thank you to everyone we had the pleasure of meeting and exchanging with throughout the day! 🙌🇱🇺✨

🌴☀️ Connecting with the operations community at SIFMA Ops 2026! 📈💻

The energy is high this week at the beautiful JW Marriott Marco Island Beach Resort, where Eric Hamilton and Robert Cohen are already on-site, sharing everything NeoXam with attendees🤝

As firms continue navigating growing operational complexity, data challenges, automation demands, and evolving regulatory expectations, there’s never been a better time to explore how NeoXam helps financial institutions streamline operations and unlock smarter data-driven decision-making 📊⚙️

There’s still time to stop by our booth #405 for a coffee chat! ☕

📅 Book here a quick 15-minute meeting with our team on the ground: https://calendly.com/meet-with-neoxam/sifma-ops-2026

🇱🇺 We're heading to LPEA PE Tech Day 2026.

On May 12, we'll be at KPMG Luxembourg with one message for every GP, LP, and asset servicer in the room:

Private assets operations are breaking under their own weight. Excel files multiply. Capital calls get missed. LPs ask for data you can't produce within 3 weeks.

NeoXam covers the entire value chain: From unstructured documents to investor-ready reports, so your ops team can stop reconciling and start scaling.

👉 Book a 1:1 with our team during the event: https://calendly.com/meet-with-neoxam/pe-tech-day-2026-lpea

🌴🚀 NeoXam Lands in Florida for SIFMA Ops 2026 💻🌊

Next week, we're heading to Marco Island, Florida, for the SIFMA Operations Conference (May 11–14), one of the financial industry’s premier gatherings focused on post-trade excellence, operations strategy, and the future of capital markets infrastructure!

Our US team, Robert Cohen and Eric Hamilton, will be on-site to connect, share the latest NeoXam updates, and explore how we’re driving innovation across Data Management, Reporting, and Investment operations.

🤝 Want to meet? The easiest way is to book a quick chat with us here: https://zurl.co/WKHvH

Let’s connect! 📊