In|Vest 2018: Innovations and Digital Transformations in Wealth

Event Details

In|Vest 2018: Innovations and Digital Transformations in Wealth

Time: July 10, 2018 to July 11, 2018
Location: New York Marriott Marquis
Street: 1535 Broadway
City/Town: New York, NY 10036
Phone: 1-877-303-0104 1-212-398-1900
Event Type: public finance
Organized By: SourceMedia
Latest Activity: Mar 28

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Event Description

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation. 

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

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