Roadmap

Brazos Ballroom A
2 - 3 p.m. CT

Get Conference Details

Overview

Ready to see what's next? ComplySci's Chief Product Officer Rob Keller and Chief Customer Officer Bill Mahoney lead an interactive session, discussing the porfolio of firms' product roadmap and how we plan to continue to innovate and raise the standard for compliance technology. Stay tuned to learn what you can expect in the coming months.

Who is this for?

Current ComplySci, RIA in a Box, NRS and illumis customers.

portfolio of firms

Speakers

Rob Keller

Rob Keller

Chief Product Officer, ComplySci

Robert Keller joined ComplySci in 2022 as the chief product officer. Before joining the company, Mr. Keller served as the head of product for Clearwater Analytics, where he was responsible for creating and executing the strategy for the investment management market vertical. He also previously worked for Eze Software, where he held numerous leadership positions in his long tenure with the company, including serving as chief product officer, chief strategy officer and managing director for Europe.

Mr. Keller is a graduate of the University of New Hampshire and received his Master of Business Administration from the Boston University School of Management. He holds the chartered financial analyst designation, as well as the series 7 and series 24 credentials from the Financial Industry Regulatory Authority (FINRA).


Bill Mahoney

Bill Mahoney

Chief Customer Officer, ComplySci

Bill Mahoney joined Complysci in 2021 as the chief customer officer. He has more than 15 years of experience building and scaling customer experience teams in high growth SaaS companies.

Previously, Mr. Mahoney served as vice president of customer operations at LeaseQuery, a three-time member of Inc. 5000’s Fastest Growing Companies list, where he was responsible for the customer facing, training and marketing teams. Prior to LeaseQuery, he was the vice president of education and enablement at SalesLoft, one of Atlanta’s fastest growing companies.