Claim your complimentary pass to INVEST CONNECT.
Connect with industry leaders throughout the year Dear Voornaam,
As digital wealth adoption continues to grow exponentially, firms now need to differentiate themselves by serving their clients better using technology. INVEST CONNECT will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to give clients what they need.
This one-day event will gather senior wealth management executives focused on their organizations' digital transformation. You’ll gain the insights necessary to differentiate your organization using innovative tech and new strategies to better serve clients. Hear from top leaders at E*TRADE, Ally, J.P Morgan Wealth Management, Credit Suisse, Fidelity Investments, Morgan Stanley, Envestnet, BNY Mellon Wealth Management, Stash, M1 Finance, SigFig and many more!
This is your destination to weigh in on the key issues surrounding digitization and personalization, including shifting customer behavior, measurements of success and how to improve client experiences, in addition to seeing exciting demos of the latest tech. As a bonus, the event is complimentary to all Wealthtech Weekly subscribers. I invite you to sign up today and join me next week, on November 15.
Best,
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| | Chana Schoenberger Editor-in-Chief Financial Planning |
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