| On May 12-13, INVEST will gather senior wealth management executives to provide key insights on how innovative firms are using new strategies and technologies to better serve their clients. This is your destination to weigh in on the key issues surrounding digitization, including shifting customer behavior, KPIs of success and improving client experiences.
View the full agenda →
|
|
|
Hear from influential minds
shaping the future of wealthtech |
|
|
| | Joe Calabrese | Chief Operating Officer, Key Wealth Management
KeyBank |
|
|
FEATURED IN | Hyperpersonalization Advice & Experiences: Investment Management, Practice Management and the Advisor Experience
Wednesday, May 12 | 12:00 PM – 12:45 PM |
|
|
| | Karen Lee | Chief Marketing & Strategy Officer
Mercer Advisors |
|
|
FEATURED IN | Why 2021 is a Marketing Moment for Wealth Management Firms
Wednesday, May 12 | 1:45 PM – 2:30 PM |
|
|
| | Koley Corte | Senior Vice President and Global Head of Business Transformation
Alliance Bernstein |
|
|
FEATURED IN | Technology + Design: What’s Working in Client and Advisor Experiences?
Wednesday, May 12 | 4:15 PM – 5:00 PM |
|
|
| |
