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.
These critical conversations will yield actionable insights
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-PERSON or ONLINE - CUSTOMIZE YOUR EVENT EXPERIENCE
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
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