In|Vest 2019 | Innovations in Investing, Saving & Advice | July 16-17, 2019 | NYC
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SAVER RATE ($500 off) Ends April 26

Content Track Feature

The Digital Advisor

The threat of being replaced by online platforms doesn’t worry advisers like it used to, but clients still want a digital experience and the advanced tools that come with it.

 

Don’t miss this group of sessions at In|Vest 2019, July 16-17 in NYC, that will dive into the solutions being deployed to create this digital journey.

Featuring the Digital Advisor

Advancing the Digital Experience

Meet Michael Perera

Michael Perera
Senior Digital Partner and the Wealth & Asset Management Consulting Practice Leader
Cognizant

Meet Veena Khanna

Veena Khanna
Director of Strategy and Implementation
Key Private Bank

Learn More

The Present & Future of the Advisor Desktop

Meet Kevin P. Adams

Kevin Adams
Senior Vice President
Raymond James

Meet Eugene Elias

Eugene Elias
Chief Operating Officer and Founding Partner
Atria Wealth Solutions

Meet Kevin Smith

Kevin Smith
Wealth Advisor
Bronfman Rothschild

Meet John Siracusa

John Siracusa
Host
‘Bank On It’, Podcast

Learn More

Track Keynote

The Digital Advisor

Meet Mike Capelle

Mike Capelle
Chief Platform Officer
United Capital

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In|Vest 2019 | Innovations in Investing, Saving & Advice | July 16-17, 2019 | NYC
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Contact

Ingrid Olsen
(212) 803-8456
Grace Leaper
(646) 851-0822

 

Sponsor or Demo

Stacy Gellman

(212) 803-8841

 

PRESENTING PARTNERS

 
FinancialPlanning
 
American Banker

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