More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
-
Amit Sharma is CEO of FinClusive, a hybrid fin/regtech company that provides a blockchain-enabled digital banking, routing and payments platform that's securely accessible for underserved, excluded or financially challenged consumers. More details about the Task Force's upcoming meetings, membership and "rulebook" can be found on the
Compliance and Payments Task Force meeting page .February 13
-
Ethan Dornhelm is vice president of scores and predictive analytics at FICO.
February 13
-
Rawan Elhalaby is senior economic equity program manager at the Greenlining Institute.
February 13
-
-
Nacho Deschamps is group head of international banking and digital transformation at Scotiabank.
February 13
-
Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
February 13
-
Thomas Woods created his website,
Perfect Dog Breeds , to share his vast knowledge of dogs, from how to train them to recognizing their different behaviors. His workplace allows dogs to roam around freely, and he encourages more businesses to adopt their own positive pet policies.February 13
-
Laurie Stewart is president and CEO of Sound Community Bank and its parent, Sound Financial in Seattle. She is also chair of the American Bankers Association.
February 13
-
-
The 70 million-strong cohort requires nothing less than constant technological innovation.
February 13
Celent
