In|Vest Conference

Can web pop-ups win KeyBank new brokerage customers?

07/11/18

The challenge in automating cross-selling to customers online is figuring out how to integrate with the core banking platform.

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Quantum leap: How banks can get the most from cutting-edge tech

07/11/18

High-powered portfolio simulations, security and client communication are among the most promising possibilities, say tech leaders at Morgan Stanley, D-Wave and Clovyr.

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Tell me something I don't already know! (full session)

07/11/18

Panelists: Randy Bullard, General Manager of Wealth Management, SigFig; Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network; Jon Stevenson, Head of Wealth Management & Banking, MoneyLion; and Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture.

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How much is too much?

07/11/18

“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.

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How City National Bank cut paper forms by half

07/11/18

City National is using digital tools to smooth the transition for clients and advisers. Here’s how the bank's doing it.

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401(k)s aren’t enough. Now what? (full session)

07/11/18

Panelists: Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

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Boomers are the new millennials (full session)

07/11/18

Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest

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Wealth managers with weak security are ‘already owned’

07/11/18

Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.

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Blockchain, quantum computing, AI — what’s next in wealth? (full session)

07/11/18

Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

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Why third-party modeling is in its early stages

07/11/18

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

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