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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The bank's wealth management and investment management units have been standouts in recent years.
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Andrew Davies is global head of regulatory affairs for
ComplyAdvantage , a leader in financial crime intelligence.January 16 -
Andrew Davies is the vice president of global market strategy and financial crime risk management for Fiserv. He has more than 25 years experience in payment processing and financial crime prevention technology.
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