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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Josh Book
Founder and CEO, ParameterInsights

Josh Book is the founder and CEO of ParameterInsights – a data, research, and strategic advisory services firm. We are focused on delivering innovative, scientific, and consumer-driven insights at the intersection of digital and wealth management. Our specialties include custom research, syndicated research, and in-depth consultations to help our clients navigate their strategic, product, and marketing choices.

Our Digital Wealth Research and Advisory Service has been widely adopted in the marketplace and is heralded as the only rigorous, ongoing, and consumer-focused coverage of the rapidly evolving digital wealth ecosystem in North America. Our clients include large banks, independent wealth advisor firms, asset managers, insurance companies, and digital wealth management firms.

Prior to founding ParameterInsights in 2014, Josh’s professional career spans 18 years in investment banking and strategy consulting at some of the world’s most well-known organizations. Throughout, he has helped clients develop and execute strategy, digital transformation, and innovative solutions across financial services, the public sector, communications, media, and technology industry areas.

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