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
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    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Gauthier Vincent
Principal and Wealth Management Leader, Deloitte Consulting LLP

Gauthier leads Deloitte’s Wealth Management Consulting Practice in the US. He has 20 years of experience in financial services as a consulting partner, an investment banker and a Private Banking executive. He has advised a number of leading wealth management firms and businesses in North America including Merrill Lynch, JPMorgan, Citi, Wilmington Trust, and Credit Suisse. His expertise is in customer growth and operating strategies. He has worked extensively in US, Canada, Europe and Asia. He is an alumnus of Booz & Co., Citi Private Bank, Credit Suisse Investment Bank, Marakon Associates and the World Bank. Gauthier has published extensively on the wealth management industry, including: Digital Disruption in Wealth Management (2014); 10 Disruptors in Wealth Management (2015); Robo-Advisors: Capitalizing on a growing opportunity (2015); Generational Wealth (2015)Gauthier spoke on the topic of digital disruption and robo advice at the InVest conference in NY (Digital and the HNW, June 2015; New Trends in Robo, June 2016) , the MMI conference in NY (Robo Advisors: Industry Changers of Also-Rans? October 2015 ), and the Fin Tech conference in Miami (10 Disruptors, October 2015)

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