In|Vest West 2018 Direct

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. For more, please see: InVest Conference.

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Invest West | Direct
  • Jennifer King is Vice President – Customer Experience Service and Quality and Enterprise Project Management Office (EPMO) at Boston Mutual Life Insurance Company.

    King oversees Customer Experience Service (which includes Reconciliation, Control & Reporting and Policy Holder Administration), Quality, Change Management, Implementation, and the EPMO areas in the company's Customer Experience, Innovation, Projects and Technology Strategic Business Center. She is responsible for the teams that facilitate the policyholder customer journey, and supports the strategic alignment of the EPMO with the voice of the customers and the company's needs. As leader of the EPMO, Policy Holder Administration, and Quality Center teams, she aligns project and operations resources to optimize customer and employee experience. Ms. King also serves as the Business Sponsor for BML Forward, the new policy administration system in development at Boston Mutual Life.

    Ms. King joined Boston Mutual Life in 2020 as Director – Strategic Project Management Office. She was appointed to lead the new Policyholder Administration and Quality Center teams in 2022 after being promoted to Vice President – EPMO in 2021, which were renamed under the banner of Customer Experience and Quality in early 2023.

    Prior to joining Boston Mutual Life, Ms. King holds 20 years of experience in project and program management within the financial services industry. Previously, she served as Finance & Risk Infrastructure & Business Solutions (FRIBS) Program Manager, Corporate Finance Vice President at State Street Bank, and held several positions during her tenure at the company from when she joined in 2007. Prior to State Street Bank, she worked at Investors Bank and Trust, where she began her career in 1996.

    May 9
    Jennifer King
  • Shai Gabay is CEO and co-founder of Trustmi.

    May 9
    Shai Gabay of Trustmi
  • Daniel Wheeler is president of The Fintech Lawyer, where he represents banks, fintechs and crypto startups.

    May 9
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  • Tax

    The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

    May 9
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  • Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.

    May 9
    Concurrent Advisors front desk
  • A dial of destiny, not a temple of doom, awaits financial planners who face AI-enabled wealthtech head-on.

    May 9
    Brian McLaughlin
    Orion Advisor Technology
  • Innovative leaders Dani Fava and Brooke Juniper give a rare look into their recent career pivots and lessons learned when climbing the C-suite ladder.

    May 8
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  • The once-discraced firm has benefited from the recent strong rallly in cryptocurrencies.

    May 8
    House Financial Services Committee Hearing On FTX
  • Steve Presser, President of BeniComp, is a leader in health technology and employer health insurance, with a background in Art and Economics from DePauw University and a Masters in 3D Animation from the Savannah School of Art and Design.

    May 8
  • Arbitration panels and courts have already shown openness to arguments that deferred compensation is protected under federal retirement law.

    May 8
    Houston, Texas, USA - February 15, 2022: Sign of Merrill a Bank of America company at their office in Houston, an American investment management and wealth management division of Bank of America.