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.
More reasons you can't miss this year's event
CFPs for the first time
Rethink and Reshaping Wealth Management with Behavioral Finance
“FIN- Fluencers” - Network with the new leaders of wealthtech