INVEST CONNECT

Strategies and solutions for a new era of wealthtech 

With exponentially more wealth management clients going digital in 2020, many firms have responded with similar offerings. Now, as wealthtech accelerates faster than expected, firms are looking to differentiate themselves based on superior user experiences.

Featuring engaging demos highlighting the industry’s most impressive advances, INVEST CONNECT will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.

A new firm for a new client

Now that client behavior has changed, how can firms position themselves and their products at the forefront of innovative client services?

KPIs for success

How can wealthtech executives leverage the right metrics to turn their investment into operational efficiency and client success?

Making smarter predictions

How can the community use unstructured data — investor preferences, lifetime values and investment history — to predict future client behavior?

In an effort to provide the best possible event experience for all attendees,
we’re now offering two ways to join: in-person or online

IN-PERSON

November 15-16, 2021

The in-person experience is perfect for: 

• Meeting with fellow industry leaders and growing a network of productive business connections

• Meeting or reconnecting with colleagues and friends

• Discussing insights from live sessions face-to-face as a way of building relationships

• For the location, click here

ONLINE

November 22-23, 2021

The online experience is perfect for:

• Focusing on conference content for professional development or training purposes

• Enriching and expanding knowledge in parallel fields

• Accessing premier thought leadership without having to travel

Interested in sponsoring INVEST CONNECT 2021?

Don’t miss this opportunity to reach high-level decision-makers and other senior leaders that are key figures in the community.