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.
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Julia Byrne, senior account manager for Corporate Synergies, strategizes on benefit renewals, open enrollment and impactful initiatives, such as wellness and employee engagement.
February 3
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Firms need to keep up with the dramatic increase in expectations for a better user experience.
February 3
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As SVP and benefits consultant at Corporate Synergies, Harrison Newman is a trusted expert in employee benefits strategy with 16+ years of industry experience. He partners with HR and Finance leaders to design benefits programs that do more than check a box — they build company culture, attract and retain top talent, and drive long-term business success.
February 3
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Jamie Topolski currently is the Director of Alternative Payment Strategies at Fiserv. He is focused on delivering a cost-effective, comprehensive and integrated solution for clients migrating from magnetic stripe to EMV™ chip cards. Jamie currently serves on the Smart Card Alliance Payments Council Steering Committee and is the Vice Chair of the EMV Migration Forum Steering Committee.Previously, Jamie served on the EMVCo Board of Advisors and was the Manager of Global EMV Programs for Discover Financial Services. Jamie received his Bachelor of Arts degree from Duke University and Master of Business Administration from the Booth School of Business at the University of Chicago.
February 3 -
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The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.
February 3
