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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Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Gavin Spitzner
President, Wealth Consulting Partners

Gavin Spitzner is President of Wealth Consulting Partners, a boutique consultancy that advises Financial Institutions on how to leverage technology and best practices in Investment Platforms, Portfolio Management, Goals-Based Advice and Digital Advice to improve the client experience and drive topline revenue and bottomline business results.

Gavin has over 25 years of experience helping banks, broker dealers and RIA’s overcome complex obstacles standing in the way of accelerated, profitable growth. Operating at the intersection of strategy and execution, Gavin has helped dozens of organizations launch or enhance wealth management platform solutions leveraging innovative technologies and processes designed to improve business performance and enhance client experiences. Gavin’s consulting firm Wealth Consulting Partners, LLC helps wealth management organizations develop and deploy digital advice solutions encompassing fully automated solutions and hybrid advice solutions.

More information can be found on Gavin’s corporate website at wealthconsultingpartners.com.

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