Digital Demo Sessions

Ready to showcase your solution to the entire audience in a rapid-pace live demo?

In order to do our part in maintaining the safety of our community, and our nation, we will not be holding the INVEST event in New York this year. Join us for INVEST WEST in San Francisco on December 1-2, where we look forward to meeting once again to drive forth the next decade of digital transformation in wealth management.

We’re looking for 18 exciting and proven technology companies with innovative or comprehensive solutions for INVEST, to give fast-paced demos to attendees.

Demos should focus on demonstrating the effectiveness and impact of your solutions on real-world problems faced by the wealth management industry and should offer a focused way to understand where the market is, and where it’s going.

Firms accepted will be required to pay a fee to participate. All selected participants will offer live product demos (no slides, no videos) that last no longer than 8 minutes. Participating companies are encouraged to have two senior executives on stage to conduct the demo and product explanation.

Demo slots are a sponsored speaking opportunity available for $17,500. This includes a live demo in the general session, passes to the event, and additional visibility on Financial Planning after the event.

All selected demo participants will receive an integrated media program extending your message to thousands of Financial Planning readers.

Your video hosted on a special feature landing page for 3 months, featuring:
-Video overview and link to your site/product page
-300x250 + 728x90 banner advertising on video page
-Prominent “Sponsor Content From” logo placement
-Full video rights for your promotional use

Promotional traffic drivers to actively boost engagement of your demo’s video:
-1x text ad inclusion in an editorial newsletter
-1x inclusion in "ones to watch" email to 79,000 engaged opt-in subscribers
-2 months of rotating native content modules on (based on availability)

For more information, please contact Stacy Gellman at (212) 803-8841 for additional details.