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| GET YOUR TICKET The 2019 WEALTHTECH FORECAST The entire wealth management industry is eager to see what the future holds.
Two of our main stage speakers share their predictions for the wealthtech space. Join us in NYC this July 16-17 to see their ideas take shape and hear what the rest of the industry is saying about the digital future of the industry.
“All other things being equal, wirehouses entering the RIA space by creating separate independent yet associated models will accelerate the movement of brokers to the fully independent space.”
Bernie Clark,
“Firms that put the holistic customer experience first will win in the wealth management industry – and it won’t be as simple as delivering digital capabilities– but about giving customers what they want, whether it’s in person, via technology, or likely, both.”
Dr. Kelli Keough We're still feeling the love at In|Vest!
LAST CALL FOR In|Vest DEMOS Round two of our live demo applications end today, Friday, February 15. If you have an exciting WealthTech solution, now's your chance to enter!
Contact (212) 803-8456 (646) 851-0822 Sponsor or Demo (212) 803-8841
PRESENTING PARTNERS To unsubscribe from promotional messages please click here. Customer Service: (212) 803-6075One State Street Plaza, 27th Floor |
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