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.

Brochure
Brochure
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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Eric Seyfried
Senior Vice President, Application Development, Scivantage

As Senior Vice President of Application Development, Eric heads a team of software engineers responsible for all product innovation and development of Scivantage’s Digital Wealth Platform.  In his role, Eric ensures the Scivantage platform is consistently on the leading edge of new technologies for the brokerage industry.   Eric, an original member of the Scivantage team, has been working at integrating back-office systems and delivering brokerage technology for over 18 years.  Scivantage is one of the first tech companies to offer mobile capabilities to the brokerage industry and under Eric’s leadership, the digital platform has continued to transform and grow into a unified digital wealth management solution (Wealthsqope) for financial institutions.  Eric’s latest innovation is Wealthsqope Digital Developer, technology built by developers for developers. 

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