Don't Miss In|Vest, July 16-17 in NYC
 

Content Track Feature

Masters of User Experience

The driving force behind much of the industry’s transformation is customer expectations for better, richer, faster user experiences.

 

In|Vest 2019 has added this group of sessions that will highlight the firms that are setting the standard in UX. Join them this July 16-17 in NYC.

Featuring the Masters of User Experience in Digital Wealth

Metrics Are the First Step to Improving UX

Meet Craig Martin Managing Director of the Wealth and Lending Group, J.D. Power

Craig Martin
Managing Director of the Wealth and Lending Group
J.D. Power

Meet Jim Starcev Principal, Nexa Insights

Jim Starcev
Principal
Nexa Insights

Meet Megan Carpenter CEO and Co-Founder, FiComm Partners, LLC

Megan Carpenter
CEO and Co-Founder
FiComm Partners, LLC
(Session Moderator)

This session will offer insights into advances in measuring client satisfaction and engagement, and what lessons firms are finding at the outset.

Maximizing Engagement

Getting digital engagement right is a delicate balance. This session will explore the strategies and results of effective customer engagement.

 
Meet Jim Del Favero Chief Product Officer, Personal Capital

Jim Del Favero
Chief Product Officer
Personal Capital

Track Keynote

Don't miss this UX-focused keynote from Denise Coursey, President of Motley Fool Asset Management. Denise leads a team who manage $950 million in three mutual funds and two ETFs and over $1.5 billion in SMAs at an affiliated division.

 
Meet Denise Coursey President, Motley Fool Asset Management

Denise Coursey
President
Motley Fool Asset Management

Get Your Ticket
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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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