InVest 2018 - test
  • Less than 50 Super-Saver Tickets Left – Get Yours Now
  • The Industry’s Largest Wealth-Tech Showcase
  • Call for Speakers Ends Friday, Dec. 15 – Apply Now
  • In|Vest 2018: Innovations & Digital Transformations in Wealth

    In|Vest 2018: Innovations & Digital Transformations in Wealth Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

    The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

    Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

    Schedule at a Glance
    JULY 10, 2018
    8:30 a.m.
    Opening Keynote + General Sessions
    10:15 a.m.
    Networking Break
    10:30 a.m.
    General Sessions
    12:30 p.m.
    Lunch
    2:00 p.m.
    CEO|Spots
    3:30 p.m.
    Networking Break
    3:50 p.m.
    Concurrent Sessions
    5:30 p.m.
    Reception
    JULY 11, 2018
    8:30 a.m.
    Keynote + General Sessions
    10:00 a.m.
    Networking Break
    10:30 a.m.
    General Sessions
    12:00 p.m.
    Lunch
    1:30 p.m.
    Concurrent Sessions
    3:30 p.m.
    Conference Ends
    INTERESTED IN BEING A SPEAKER, SPONSOR OR SHOWCASING YOUR PRODUCT?
    INTERESTED IN SPEAKING?
    This year’s program is featuring a vastly expanded roster of content, shifting from three tracks to eight, and covering a wide variety of new topics that have become pressing issues in digital wealth management in the past year. If you have a case study to share on one of the following topics, please apply to speak.

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    INTERESTED IN SPONSORING?
    If you are looking to create long-term strategic partnerships, you can't afford not to be part of this event. Our team will help you customize your sponsorship package based on your needs, allowing you to convey your unique message to this highly targeted audience and identify and forge strategic partnerships mutually beneficial for long-term business goals.

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    WANT TO SHOWCASE YOUR PRODUCT?
    Ready to showcase your solution to the entire audience in a rapid-pace live demo? We’re looking for exciting and proven technology companies with innovative or comprehensive solutions executives at banks and credit unions, to give fast-paced demos to attendees.

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    PLAN YOUR STAY AT IN|VEST 2018:
    NEW YORK MARRIOTT MARQUIS