Explore the New Content Themes | INVEST has a history of evolving to match the growth and evolution of wealth management. In 2020, we're building a fresh program that covers all aspects of the digital-first transformation that is impacting business models and growth strategies across the industry.
Explore our new track themes that will equip your firm with the strategies and ideas to master the next version of the wealthtech market. | | |
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| Connecting with the Customer
| | | Examine the leading firms that are building a digital era business—delivering concepts and design shaping the best customer and advisor experiences.
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| A Wealthtech Gut Check
| | | You've invested in wealthtech, now what? This set of focused discussions will provide a strategy to a 10-year growth plan. |
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| M&A + Investment Funding
| | | Build it or buy it? Hear how wealth management firms are deciding the best route for integrating cutting-edge digital wealth technology that's cost effective and fast to market.
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| In the Trenches: In-Depth Case Studues
| | | Get an inside look at today's proven wealthtech platforms and hear how they are surviving the market and clicking with customers. |
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| | Back By Popular Demand | And don't miss these session themes returning to the INVEST program. |
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- High Net Worth
- Retirement
- Innovation & Partnerships
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- Bank Wealth Management
- Future of Wealthtech
- Advisor Tools & Culture
| Learn more → |
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Super Saver Rates Now Available
Register now to save up to $500 off your INVEST 2020 ticket.
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Contact us | REGISTRATION & GROUP RATES |
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SPONSORSHIP & DEMO OPPORTUNITIES |
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