The New Rules of Client Engagement

3 weeks left until In|Vest West kicks off in San Francisco — GET YOUR TICKET

December 5-6, 2019 | San Francisco

Wealth Management Innovation +
The New Rules of Client Segmentation & Engagement

Advisors and advisory firms are competing to consolidate assets of aging boomers as many also seek out new business models focused on profitability — helping other segments getting no or little advice currently.

Come to In|Vest West as we discuss how technology and data are at the heart of these strategies. Our expert panel will explore innovations in investing, saving and advice through the lens of client segmentation and cover how firms deploying new models for client engagement.

Meet the Innovation Panel

Cynthia Loh, CFA
VP, Digital Advice and Innovation
Charles Schwab

Jeff Schnitz
Head of Product & Client Experience
SVB Private Bank

Dasarte Yarnway
Founder & Financial Advisor
Berknell Financial Group

Steve Gresham
Principal
The Gresham Company, LLC

Gavin Spitzner
President
Wealth Consulting Partners

CONTACT US

To Get Your Ticket

Ingrid Olsen

(212) 803-8456

To Sponsor or Demo

Stacy Gellman

(212) 803-8841

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