Agenda

All Days
Tuesday, July 11
7:00 a.m.
Registration Opens
8:40 a.m. - 9:00 a.m.
Who Are Your Clients? Harnessing Advanced Relationship Intelligence
Join Ilan Davidovici, Global Head of Wealth Management at Salesforce to learn how relationship intelligence can help advisors better understand their clients' needs with automated engagements, robust client profiles, and persona-based analytics.
10:15 a.m. - 10:30 a.m.
Networking Break in the Foyer
12:00 p.m. - 1:00 p.m.
Industry Innovation Lunch - Wealth Management in the Digital Age – Understanding Hybrid Advice and the Future of Investing
Join us to get fresh insights from our latest research to help you successfully navigate the changing landscape in wealth management and understand the future of investing.
Sponsored by
Industry Innovation Lunch Session - Transform Wealth Management Client Interactions With Digital Onboarding And E-signatures
During this expert discussion with Appway and eSignLive, you will learn how combining technologies like e-signatures and digital onboarding facilitate seamless client interactions, empower wealth management advisors, and help businesses gain a competitive edge in the Digital Age.
Sponsored by
Lunch in the Innovation Hall
1:00 p.m. - 1:30 p.m.
Dessert in the Innovation Hall
1:30 p.m. - 1:50 p.m.
The Indispensable Advisor in the Digital World
Digitization is disrupting the entire business landscape by making consumers more powerful and more demanding than ever. Visionary industry pioneer and United Capital founder Joe Duran will share the 5 truths of today’s financial consumer and the 6 rules to becoming an indispensable financial advisor in a rapidly changing world.
1:50 p.m. - 2:10 p.m.
From Robo-Advice to Digital Business, and Beyond: Transforming the Financial Services Experience
This session will explore how a more human-centric deployment of technology can create fundamentally different client experiences and new value for financial services providers.
2:10 p.m. - 2:30 p.m.
Driving Innovation: The Customer’s Digital Journey
With adoption of technology and digital tools to serve as both facilitator and accelerator for efficiency, productivity, communication, and growth, there is boundless potential for wealth management industry participants to bolster new business and shore up customer loyalty.
2:30 p.m. - 2:50 p.m.
Digital Wealth Management: How Smart Investors Live Truly Examined Financial Lives
Personal Capital Vice Chair Mark Goines will share how financial tools combining real-time personal data through technology and human advisors will be key for America’s retirement security, college plans and more.
2:50 p.m. - 3:10 p.m.
The Revolution is Now
The digital era is not for the faint of heart. Join Envestnet President Bill Crager as he discusses how the digital era has transformed the financial advice profession. He will look at the what challenges he sees customers facing in the digital transition, were “robo” fits in and the role AI will play in the future of advice.
3:10 p.m. - 3:30 p.m.
Before The Log In: Rethinking The Role Of A Public Site
In the new business model of digital wealth management, where personalization is at odds with the need for efficiency, it is time to rethink the role of a public site or risk falling behind.
3:30 p.m. - 4:00 p.m.
Networking Break In The Innovation Hall
4:00 p.m. - 4:40 p.m.
Advisor Tools
Hybrid Strategy IRL
The debate about robo vs. human advisor seems to be over, as research indicates that most customers across all wealth categories prefer a hybrid approach. This session will explore how that works in real life, with experienced advisors talking about how they integrate tools and conversations on a daily basis.
Research
Why The Future of Retirement is Digital
Traditionally "retirement" and "digital" would not be two words one would find together. The advancing digitalization of consumer behavior and decision making, however, suggests an almost certain convergence. Join us to explore the digitalization of retirement through the eyes of consumers as we share A.T. Kearney's most recent digital advice consumer market research.
Sponsored by
Strategy & Innovation
Citizens & SigFig: Under the Hood
How do you deliver the same high quality advice in a digital channel? When Peter Fishman joined the wealth business at Citizens Bank, solving that equation was his primary challenge.
Sponsored by
4:45 p.m. - 5:25 p.m.
Advisor Tools
Integrating Alternatives
Investor demand for alternatives remains strong, but so does pressure on fees and the demand for more liquidity. This session will focus on the tech developments that are increasing access and liquidity, and how firms are fitting these tools and strategies into their tech stack.
Research
The Psychology Behind Irresistible WealthTech
Why do consumers find some technologies irresistible? And how can you build those qualities into your customerfacing platforms? Barnaby Riedel Ph.D., psychologist and lead researcher at Riedel Strategy, offers research and a psychological explanation for why users adopt, obsess and even become addicted to certain technologies and not others.
Sponsored by
Strategy & Innovation
The Evolution of Betterment
If there’s one thing Betterment has proven adept at, it’s strategic evolution. The firm started out in 2010 as a B2C digital advice platform, added Betterment for Advisors, and got into the 401k business with employers after that.-
Sponsored by
5:25 p.m. - 7:00 p.m.
Party in the Innovation Hall
Sponsored by
Wednesday, July 12
7:30 a.m.
Registration Opens + Coffee in the Foyer
8:30 a.m. - 9:15 a.m.
The Empires Strikes Back – How are the Giants Regaining Digital Wealth Market Share?
The situation is critical. Rebel digital platforms, start-ups, and fintech innovators are attacking the galactic leaders in the wealth management market with low fees and innovative platforms.
Sponsored by
9:15 a.m. - 10:00 a.m.
FutureVision: AI in Wealth Management
Many firms are working on a variety of applications of artificial intelligence and machine learning in wealth management, utilizing everything from customer-facing chatbots, to regulatory applications and portfolio pickers. The experts on this panel will over their views on where AI stands to make the greatest impact on wealth management, and where it’s mostly hype.
9:20 a.m. - 10:00 a.m.
Networking Breakfast in the Innovation Hall
10:50 a.m. - 11:10 a.m.
How Digital Is Changing Wealth Management
Morgan Stanley has made no secret of its massive investment in building out its digital platforms, not least with the appointment of Naureen Hassan as chief digital officer. Join Hassan at In|Vest 2017 to hear her vision for the role of digital in the future of wealth management and how her firm plans to get there.
11:10 a.m. - 12:00 p.m.
Regulation as a Disruptor
Millenials, fee compression, digital….yes, all true. But regulation has come to be one of the biggest disruptions driving technology and strategy in wealth management. This panel will consider fiduciary standard, data portability and aggregations, and other regulatory issues and the technologies that are being deployed in response.
12:00 p.m. - 1:00 p.m.
Lunch in the Innovation Hall & Industry Innovation Sessions
1:00 p.m. - 1:30 p.m.
Dessert In The Innovation Hall
1:30 p.m. - 2:10 p.m.
Advisor Tools
Tailoring Platform Choice To Customer Needs
Banks and wealth managers have options when they choose a digital wealth platform provider, with the choice dependent primarily on who their customers are and their needs.
Research
Designing The Digital Wealth Advisory Model Of The Future - A Proposed Functional Architecture
Robo Advice is only the beginning of profound, technology-led transformation of the Wealth Management Industry.
3:00 p.m. - 3:45 p.m.
Advisor Tools
Innovations in Impact Investing
Investors are increasingly interested in making socially responsible investments; and the tools for evaluating, and delivering, these products are maturing along with demand.
Research
Robo-advice: Revenge Of The Incumbents
After digital disruptors demonstrated the viability of automated advice, traditional firms are in the middle of responding to this threat and opportunity.
Sponsored by
Strategy & Innovation
The Obligatory Millennial Panel
No conference would be whole without a discussion of how the industry is adapting and appealing to its youngest customers.
Sponsored by
3:45 p.m.
Conference Concludes
Tuesday, July 11
7:00 a.m.
Registration Opens
8:40 a.m. - 9:00 a.m.
Who Are Your Clients? Harnessing Advanced Relationship Intelligence
Join Ilan Davidovici, Global Head of Wealth Management at Salesforce to learn how relationship intelligence can help advisors better understand their clients' needs with automated engagements, robust client profiles, and persona-based analytics.
10:15 a.m. - 10:30 a.m.
Networking Break in the Foyer
12:00 p.m. - 1:00 p.m.
Industry Innovation Lunch - Wealth Management in the Digital Age – Understanding Hybrid Advice and the Future of Investing
Join us to get fresh insights from our latest research to help you successfully navigate the changing landscape in wealth management and understand the future of investing.
Sponsored by
Industry Innovation Lunch Session - Transform Wealth Management Client Interactions With Digital Onboarding And E-signatures
During this expert discussion with Appway and eSignLive, you will learn how combining technologies like e-signatures and digital onboarding facilitate seamless client interactions, empower wealth management advisors, and help businesses gain a competitive edge in the Digital Age.
Sponsored by
Lunch in the Innovation Hall
1:00 p.m. - 1:30 p.m.
Dessert in the Innovation Hall
1:30 p.m. - 1:50 p.m.
The Indispensable Advisor in the Digital World
Digitization is disrupting the entire business landscape by making consumers more powerful and more demanding than ever. Visionary industry pioneer and United Capital founder Joe Duran will share the 5 truths of today’s financial consumer and the 6 rules to becoming an indispensable financial advisor in a rapidly changing world.
1:50 p.m. - 2:10 p.m.
From Robo-Advice to Digital Business, and Beyond: Transforming the Financial Services Experience
This session will explore how a more human-centric deployment of technology can create fundamentally different client experiences and new value for financial services providers.
2:10 p.m. - 2:30 p.m.
Driving Innovation: The Customer’s Digital Journey
With adoption of technology and digital tools to serve as both facilitator and accelerator for efficiency, productivity, communication, and growth, there is boundless potential for wealth management industry participants to bolster new business and shore up customer loyalty.
2:30 p.m. - 2:50 p.m.
Digital Wealth Management: How Smart Investors Live Truly Examined Financial Lives
Personal Capital Vice Chair Mark Goines will share how financial tools combining real-time personal data through technology and human advisors will be key for America’s retirement security, college plans and more.
2:50 p.m. - 3:10 p.m.
The Revolution is Now
The digital era is not for the faint of heart. Join Envestnet President Bill Crager as he discusses how the digital era has transformed the financial advice profession. He will look at the what challenges he sees customers facing in the digital transition, were “robo” fits in and the role AI will play in the future of advice.
3:10 p.m. - 3:30 p.m.
Before The Log In: Rethinking The Role Of A Public Site
In the new business model of digital wealth management, where personalization is at odds with the need for efficiency, it is time to rethink the role of a public site or risk falling behind.
3:30 p.m. - 4:00 p.m.
Networking Break In The Innovation Hall
4:00 p.m. - 4:40 p.m.
Advisor Tools
Hybrid Strategy IRL
The debate about robo vs. human advisor seems to be over, as research indicates that most customers across all wealth categories prefer a hybrid approach. This session will explore how that works in real life, with experienced advisors talking about how they integrate tools and conversations on a daily basis.
Research
Why The Future of Retirement is Digital
Traditionally "retirement" and "digital" would not be two words one would find together. The advancing digitalization of consumer behavior and decision making, however, suggests an almost certain convergence. Join us to explore the digitalization of retirement through the eyes of consumers as we share A.T. Kearney's most recent digital advice consumer market research.
Sponsored by
Strategy & Innovation
Citizens & SigFig: Under the Hood
How do you deliver the same high quality advice in a digital channel? When Peter Fishman joined the wealth business at Citizens Bank, solving that equation was his primary challenge.
Sponsored by
4:45 p.m. - 5:25 p.m.
Advisor Tools
Integrating Alternatives
Investor demand for alternatives remains strong, but so does pressure on fees and the demand for more liquidity. This session will focus on the tech developments that are increasing access and liquidity, and how firms are fitting these tools and strategies into their tech stack.
Research
The Psychology Behind Irresistible WealthTech
Why do consumers find some technologies irresistible? And how can you build those qualities into your customerfacing platforms? Barnaby Riedel Ph.D., psychologist and lead researcher at Riedel Strategy, offers research and a psychological explanation for why users adopt, obsess and even become addicted to certain technologies and not others.
Sponsored by
Strategy & Innovation
The Evolution of Betterment
If there’s one thing Betterment has proven adept at, it’s strategic evolution. The firm started out in 2010 as a B2C digital advice platform, added Betterment for Advisors, and got into the 401k business with employers after that.-
Sponsored by
5:25 p.m. - 7:00 p.m.
Party in the Innovation Hall
Sponsored by
Wednesday, July 12
7:30 a.m.
Registration Opens + Coffee in the Foyer
8:30 a.m. - 9:15 a.m.
The Empires Strikes Back – How are the Giants Regaining Digital Wealth Market Share?
The situation is critical. Rebel digital platforms, start-ups, and fintech innovators are attacking the galactic leaders in the wealth management market with low fees and innovative platforms.
Sponsored by
9:15 a.m. - 10:00 a.m.
FutureVision: AI in Wealth Management
Many firms are working on a variety of applications of artificial intelligence and machine learning in wealth management, utilizing everything from customer-facing chatbots, to regulatory applications and portfolio pickers. The experts on this panel will over their views on where AI stands to make the greatest impact on wealth management, and where it’s mostly hype.
9:20 a.m. - 10:00 a.m.
Networking Breakfast in the Innovation Hall
10:50 a.m. - 11:10 a.m.
How Digital Is Changing Wealth Management
Morgan Stanley has made no secret of its massive investment in building out its digital platforms, not least with the appointment of Naureen Hassan as chief digital officer. Join Hassan at In|Vest 2017 to hear her vision for the role of digital in the future of wealth management and how her firm plans to get there.
11:10 a.m. - 12:00 p.m.
Regulation as a Disruptor
Millenials, fee compression, digital….yes, all true. But regulation has come to be one of the biggest disruptions driving technology and strategy in wealth management. This panel will consider fiduciary standard, data portability and aggregations, and other regulatory issues and the technologies that are being deployed in response.
12:00 p.m. - 1:00 p.m.
Lunch in the Innovation Hall & Industry Innovation Sessions
1:00 p.m. - 1:30 p.m.
Dessert In The Innovation Hall
1:30 p.m. - 2:10 p.m.
Advisor Tools
Tailoring Platform Choice To Customer Needs
Banks and wealth managers have options when they choose a digital wealth platform provider, with the choice dependent primarily on who their customers are and their needs.
Research
Designing The Digital Wealth Advisory Model Of The Future - A Proposed Functional Architecture
Robo Advice is only the beginning of profound, technology-led transformation of the Wealth Management Industry.
3:00 p.m. - 3:45 p.m.
Advisor Tools
Innovations in Impact Investing
Investors are increasingly interested in making socially responsible investments; and the tools for evaluating, and delivering, these products are maturing along with demand.
Research
Robo-advice: Revenge Of The Incumbents
After digital disruptors demonstrated the viability of automated advice, traditional firms are in the middle of responding to this threat and opportunity.
Sponsored by
Strategy & Innovation
The Obligatory Millennial Panel
No conference would be whole without a discussion of how the industry is adapting and appealing to its youngest customers.
Sponsored by
3:45 p.m.
Conference Concludes