The countdown is on!

December 5-6, 2019 | San Francisco

Greetings -

The countdown to In|Vest West is on!

In one month, the wealth management community will convene in San Francisco to discuss how the next wave of digital transformation will change the way your customers and clients invest, save and receive financial advice.

At In|Vest West, you'll get a glimpse of the digital future of wealth management through a series of exciting, live product demos. Here are a few of the firms you’ll see on stage in San Francisco.

Capacity is a secure, AI-native knowledge sharing platform for financial services. Capacity connects apps, mines documents, and captures tacit knowledge—making it all instantly accessible via chat.

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The Horizn Employee Platform empowers your entire workforce, wealth managers, financial advisors and contact center employees with the knowledge needed to be ready and able to talk digital with customers across all channels.

Learn More >>

Refinitiv Wealth Management Solutions provide seamless integration across front, middle, and back office workflows that enable better informed decisions, timely communication, and relevant insights.

Learn More >>

3 Demo Spots Left for In|Vest West

Is your WealthTech solution ready for a live demo in front of the In|Vest West audience? If so, just three spots remain. Contact us for more details.

CONTACT US

To Get Your Ticket

Ingrid Olsen

(212) 803-8456

To Sponsor or Demo

Stacy Gellman

(212) 803-8841

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Customer Service: (212) 803-6075.

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