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DTCC's Mutual Fund Services at SPARK Forum 2020

By DTCC Connection Staff | November 24, 2020

The DTCC Mutual Fund Services team sponsored its first booth in a “virtual exhibit hall” at the November SPARK Forum, inviting conference attendees and clients to visit and learn about Mutual Fund Services. This year the conference – which moved to an online platform due to COVID-19 restrictions -- also had a special spotlight on Cybersecurity.

“The virtual booth format gave us a whole new way to interact with attendees and showcase DTCC offerings while also creating a highly interactive visitor experience,” said Lisa O’Neill, Executive Director of Relationship Management.

DTCC’s Mutual Fund Services at SPARK Forum 2020

Some of the main Mutual Fund services that were showcased at the DTCC booth were Profile Security (MFPS II), MF Info Exchange (MFIX) and retirement transparency.

“The conference pivoted quickly to an online format, and the virtual booth gave us a great place to share material, videos and infographics about products like Mutual Fund Info Xchange (MFIX) and Mutual Fund Profile Service II (MFPS II).” said Karin Billias, Director of Relationship Management for Wealth Management Services.

Throughout the duration of the SPARK Forum, the DTCC Mutual Fund team was able to interact with hundreds of attendees and learn about the SPARK Insitutes upcoming initiatives.

“We were excited to participate in the SPARK Forum as we support the SPARK Insitute’s efforts of shaping national retirement policy through legislation, procedures, information sharing and research,” explained O’Neill “As future opporuntities arise to collaborate with the SPARK Insitute, we hope to continue engaging with them and the discussion of improvement in the insurance industry.”


The SPARK Forum, an annual conference for the retirement industry, is an opportunity to network, participate in interactive sessions, learn about pending legislation and regulations, and receive continuing education credits.

The SPARK Forum is hosted by the SPARK Institute, a member-driven, non-profit organization and a leading voice in Washington for the retirement plan industry. Collectively, SPARK Institute members serve approximately 100 million participants in 401(k) and other defined contribution plans. Over the years the SPARK Institute has supported NSCC in transparency efforts in the retirement market and in building out a reporting solution for NSCC members.

DTCC’s Mutual Fund Services at SPARK Forum 2020