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.

Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Schedule at a Glance
Schedule at a Glance
  • PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



  •           
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

Back To Event Home Page
In|Vest 2018 Demos

Ready to showcase your solution to the entire audience in a rapid-pace live demo?



We’re looking for 20 industry’s leading players to showcase the new products, platforms and innovations that are transforming the wealth management industry to give fast-paced demos to attendees.



Demos should showcase innovative platforms or products related to investing, saving or advice, and can be either customer-facing or back-office solutions.

Firms accepted will be required to pay a fee to participate. All selected participants will offer live product demos (no slides, no videos) that last no longer than 8 minutes. Participating companies are encouraged to have two senior executives on stage to conduct the demo and product explanation.

· Demo slots are a sponsored speaking opportunity available for $10,000.

· Priority will be given to companies that are releasing new products at the event, or those who have not demoed before.

· Two scholarship positions are available for companies that were founded after 2015. Please indicate “Scholarship applicant” in your demo submission form.

The first round of acceptances will be made on December 15, 2018. Applications received after that will be notified in mid-January. More than 40 applications to demo were received last year, so if you think this is a good fit for your company, don’t hesitate to apply.