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.

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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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Kelli Keough
Global Head of Digital Wealth Management, JPMorgan Chase

Dr. Kelli Keough is the Global Head of Digital Wealth Management at JPMorgan Chase. She is responsible for designing and executing a digital strategy that is integrated into all aspects of the Wealth Management business, complementing the personal service of the firm’s advisors by delivering advice and capabilities digitally, and making it easier for clients to choose how to engage with the firm.

Before joining J.P. Morgan in 2015, Dr. Keough was the Senior Vice President of Trading Services at Charles Schwab, where she was responsible for the client experience, digital platforms and education for Schwab’s active trading, self-directed and global trading clients. She was also responsible for optionsXpress, a leading retail derivatives firm. Prior to leading the trading business at Schwab, Dr. Keough served as the Chief Marketing Officer at CyberTrader, where she led the merger of CyberTrader into Schwab.

Before coming to Schwab, Dr. Keough worked with a variety of startup and financial service companies. Dr. Keough was a Professor of Psychology at the University of Texas at Austin before starting her 18-year career in financial services.

After growing up in Northern Idaho, Dr. Keough received her bachelor’s degree with honors from Yale, and her master’s degree and doctorate in Social Psychology from Stanford.

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