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



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Call For Speakers

In|Vest 2018 is Looking for the Industry’s Leaders


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:

  • The Maturation of Robo Advisors
  • The Digital 401(K)
  • The Hybrid Model
  • Pricing and Margins
  • Customer Acquisition
  • Innovations in Asset Management
  • Managing Data & Predictive Analytics
  • Artificial Intelligence & Machine Learning
  • Chat
  • Blockchain in Wealth Management
  • Improving the Client Experience
  • Deployments – Lessons Learned
  • The Joys of Integration
  • Changing Culture
  • New Markets
  • Regulation & RegTech
  • Back Office Automation
  • Alternatives

  • Solution providers – Please only submit a speaking proposal if you have a client that is willing to co-present.


    The open submission process will close on Friday, December 15.


    For more information contact:
    Rebecca Sausner, VP, Content & Strategy at rebecca.sausner@sourcemedia.com