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.

Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Schedule at a Glance
Schedule at a Glance
  • PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



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Sponsorship Opportunities

RELATIONSHIP-BUILDING. BRAND REACH. NETWORKING.


In|Vest 2018 is about the reinvention of consumer finance, but it doesn’t stop there. As the trusted role of banks continues to come under pressure, this year’s event will provide top-notch education for banks and investors alike, non-stop networking, and platforms and new product off earings to explore.

Join us to learn what bank partnerships have already learned and what the future of this potential $1 trillion dollar market holds.

Don't miss the opportunity to:

• Build viable relationships through face to face meetings with CEO's, CFO's, VP's and Directors
• Set your company apart from the competition with customized branding opportunities
• Deliver your unique message to this highly targeted group of decision makers
• Improve ROI and grow your business potential

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact:

Please reach out to:

Stacy Gellman | (212) 803-8841
Stacy.Gellman@sourcemedia.com