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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    Download the Brochure!
    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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Jessica Liberi
Head of Product, eMoney Advisor

Jessica Liberi serves as the Head of Product for eMoney Advisor, and is responsible for the definition and execution of the organization's product vision and strategy. Joining the firm in February of 2014 from SEI, she has nearly 15 years of diversified experience in financial services, including product, service and solution management and development, as well as sales and relationship management. In her current role, Jessica is responsible for the evolution and development of eMoney’s robust portfolio of products, and works closely with financial advisors and advisory firms to understand and deliver comprehensive and competitive solutions. At eMoney, Jessica played a key role in building the product organization, and in the development of ongoing enhancements to eMoney’s interactive planning tools and reporting suite. Jessica is devoted to understanding and supporting the growth and evolution of the financial services industry, its advisors, and the clients they serve, as new technologies and opportunities continue to emerge. She graduated from the University of Virginia with a Bachelor’s of Science in economics and finance.

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