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
    Brochure<hr style="border:3px solid  #551a8b;width: 10%;margin-top: 20px;margin-bottom: 0;">
    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.

    Download Brochure >>
Featured Speakers
Featured Speakers
2018 Demo Presenters
2018 Demo Presenters
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



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

Back To Event Home Page
Paul Hansen
COO, Key Investment Services LLC

Paul Hansen is a Sr. Vice President and Chief Operating Officer for Key Investment Services, where he is primarily responsible for Middle Office Processing, client and broker services, product management, insurance services and sales support, the principal review function and product. Other responsibilities include technology, disaster recovery, management reporting and clearing relationship management.

Before helping form Key Investment Services in 2006, Paul was a Senior Vice President in Operations Management for McDonald Investments for nearly 20 years.

Mr. Hansen is very active in the Cleveland-area United Way, The American Heart Association and Cleveland’s Achievement Center for Children.

Paul earned a Bachelor of Science degree in Economics from John Carroll University. He holds FINRA licenses Series 6, 7, 24, and 63.

Featured In:

Always Stay Up to Date!

When news breaks, In|Vest will send you an alert that pop ups as a small message on your browser screen

'Opt-in Now' will prompt the browser to ask you to: "Allow" notifications

Click 'Allow' to get the news you need

OPT-IN NOW
Not Interested Now