Featuring engaging demos highlighting the industry’s most impressive advances, INVEST CONNECT will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.
Ryan Neal, Technology Editor, Financial Planning; Tricia Haskins, Head of Integration Solutions, Fidelity Investments
By engaging clients in an intuitive way, you could help investors overcome financial and investment challenges. In this session, we will explore how the following techniques and technologies can engage and empower investors.
Behavioral finance, the study and application of psychology to investment outcomes, isn’t new, but it’s rapidly growing in popularity in recent years. As markets fluctuate, financial advisors are increasingly called not only their clients’ portfolios but also their behavior and investment decisions.
Our panel of VCs and PEs will discuss what types of companies they are looking to invest in for the next five years. Hear about the next wave in WealthTech - digital brokerages, alternative investing platforms, personal finance & savings apps, and more.
More than just a way to communicate with clients, how can an innovative tech stack provide enhanced services and drive a more seamless user experience. This panel will dig into why APIs are an essential software element.
Hear from a panel of industry experts on creating content and personal branding that works for financial advisers and home office brands.
How are the best wealth advisors and managers using data and predictive analytics? Discover how the top firms are utilizing new methods and technology for business growth.
In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement.
So how do you build the platform of the future? Our experts will discuss the widespread use of digital investing tools across demographics and designing platforms for all users.
Dan Ciavarella, Head of Wealth Sales, Americas, Refinitiv, an LSEG business; Bill Wagner, Solution Consultant, Digital Wealth, Refinitiv, an LSEG business; Neal Keene, Field Chief Technology Officer, Smart Communications