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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Neesha Hathi
Executive Vice President and Chief Digital Officer, Charles Schwab

Neesha Hathi leads the Digital Services organization that serves over $3 trillion in client assets* and over 10 million accounts* through the Investor Services and Advisor Services lines of business. In her role, Hathi is responsible for defining and developing the strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients. Hathi oversees the digital platforms that support retail and registered independent advisor (RIA) clients, digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™, Schwab’s data office, and business innovation.

Since joining Schwab, Hathi has held a range of leadership roles across the organization. She was the Executive Vice President of platforms and client experience for Investor Services, led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients, served as the COO of Schwab Performance Technologies®, and also led a range of strategy and client experience teams.

Prior to joining Schwab in 2004, Hathi held leadership roles in strategy, marketing, and finance for various start-ups, including Enuvis, a developer of GPS technology for wireless devices and Kibu, a teen media company. She began her career in the investment banking industry, supporting the execution of initial and secondary public offerings and M&A transactions at PricewaterhouseCoopers and EVEREN Securities.

Hathi has been awarded numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award by the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine. She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry. In 2012, the United Nations Convention on the Elimination of Discrimination against Women also honored Hathi with the Women’s Human Rights Award for Leadership.

Hathi currently serves on the Board of Governors of the Boys & Girls Clubs of San Francisco and previously served on the board of the International Museum of Women. Hathi earned a Bachelor of Business Administration degree from the University of Michigan and a Master of Business Administration degree from the Anderson School at the University of California Los Angeles. She holds FINRA Series 7 and 24 registrations.

She and her husband live in San Francisco with their three sons.

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