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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In 2022, Ally achieved its 14th consecutive year of growth in retail deposit customers, reaching $137.7 billion in deposits from 2.7 million retail depositors.
September 27
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In the five years since Coffey was named CEO of Los Angeles-based City National Bank, the bank's assets have doubled to $95 billion, from $50 billion in 2019.
September 27
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Since the fall of 2022, Danella has introduced several new technology tools for Regions customers. Last September, the bank added a new feature to its mobile app that enables users to access and manage their debit, credit, ATM and other cards all in one place.
September 27
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As generative AI and foundational models, the technology behind ChatGPT, rapidly evolve, Beer has piloted a path for the bank to execute its long-term strategy and support developing advances in data and analytics capabilities.
September 27
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Last year, Brady began to directly oversee KeyBank's chief administrative office, which handles communications, company events and the bank's diversity, equity and inclusion program.
September 27
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When BMO closed its long-planned acquisition of Bank of the West from BNP Paribas this year, Johannson was tapped to lead the integration of the two banks.
September 27
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As Head of Citi's Legacy Franchises Group, Cole has brokered agreements to sell the bank's retail divisions in Australia, Bahrain, India, Malaysia, the Philippines, Taiwan, Thailand and Vietnam.
September 27
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Guild, the head of enterprise technology and security for PNC Financial Services Group, leads a team of 3,500 who are charged with protecting customers' and clients' data.
September 27
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Novosel, who leads PNC Financial Services's commercial bank, spent a lot more time talking to clients about PNC's financial footing when the banking crisis hit this spring.
September 27
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Last year, Johnson took on another major role as head of the bank's environmental, social and governance initiatives (ESG).
September 27
