2020 was a pivotal moment for the digital wealth management industry. Innovators and firms that had invested in tech were well positioned for a year of substantial growth, while late-comers were forced to play catch-up. As digital wealth adoption grows exponentially, firms now need to differentiate themselves by providing superior client experiences.
Featuring engaging demos highlighting the industry’s most impressive advances, INVEST will gather senior leaders to provide key insights on how innovative firms are using new strategies and technologies to better serve their clients.
Gain key insights specific to the digitization of wealth management:
New behavior, new opportunities
What does changing client behavior look like and how can firms position their organization and products to ensure they’re at the forefront of wealthtech?
After investing in tech, how can wealth management firms measure success — what are the KPIs to determine if their investment is paying off?
What are the latest, most exciting technologies, software and platforms being developed by the industry’s leading innovators and disruptors?
This year’s two-event series
Presented by Financial Planning, the full INVEST series experience will offer a comprehensive, hyper-relevant overview of the wealth management industry like never before. This is your opportunity to network, gain the most powerful insights and stay engaged throughout the year by joining your community and its thought leaders for both events.
May 12-13, 2021
Explore the most innovative wealth management technology and strategies that will help differentiate your firm through better client service.
October 26-27, 2021
Gain key insights from detailed use-cases examining must-watch wealthtech megatrends in 2022 and beyond.