In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click

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Mehrotra cautions against the "temptation to apply AI everywhere."
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Over the past year, some of Muthukrishnan's initiatives have generated $25 million in revenue and reduced costs by $11 million.
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The head of everyday banking and borrowing said success is built on offering the right product at the right moment.
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Citi Token Services clients in five countries can now initiate instant funding transfers 24/7. Payments are automatically converted from fiat USD and euros to tokens and back again.
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Russell Barrett said that a culture rooted in data is key to capturing tech gains and driving growth.
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The head of corporate sales and treasury management has turned the bank's treasury management practice into a growth center.
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The head of sustainability and corporate and investment banking takes the long view.
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In 2025, the online bank hit 13.7 million members and generated $3.6 billion in revenues—up 38% year-over-year. And it's all-in on crypto.
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Mohan Sankararaman is laying the foundations for a firm-wide data 'App Store' for employees
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Vantage Bank devotes 45% of its tech budget to innovation. In 2025, it launched 11 digital-asset projects, kicking off $7 million in revenue and $12 million in savings.
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