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 this session we will draw on insights from new research conducted by American Banker and ServiceNow that provides insight into how institutions are strategizing to build customer-centric banks.
July 12
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Tom Drake is joining Wells from Barclays as a managing director in its mergers-and-acquisitions group focusing on health care services and medical-technology deals. Chris Norman, most recently at Citigroup, is joining as a managing director in M&A focusing on technology in San Francisco.
July 12
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Discover how Five Star Bank uses TCS Customer Intelligence & Insights™ to deliver AI/ML powered real-time contextual insights.
July 12
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Aaron Plante, VP, Lending and Banking at Chime; Matt Wolf, SVP of Business Development, Greenlight; Elizabeth Song, Global Category Development Officer, Financial Services, Spotify; Brian Elkins, executive Director Mongile; American Banker–Catherine Leffert
July 12
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The Securities and Exchange Commission and the Federal Reserve have questioned prime brokers about the basis trade as well.
July 12
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The company said long-time chief executive Chuck Sulerzyski would retire in 2024 and be succeeded by Tyler Wilcox, Peoples' executive vice president of community banking.
July 12
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Federal Reserve Vice Chair for Supervision Michael Barr outlined his view for new capital standards this week. But unlike prior reform pushes, this package lacks clear champions in Congress.
July 12
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Voters so far are lukewarm on the president's efforts to change the narrative around his handling of the economy, but the administration's bid to win the economic messaging war could cause Washington to come down more harshly on banks.
July 12
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Jesse Meschuk is a career and human resources expert, and a senior adviser with
Exequity . Jesse has more than 20 years of consulting and human resources experience and has worked across a wide variety of industries including technology, entertainment, gaming, retail, hospitality, and sports. Jesse's work has spanned across the Americas, Europe and Asia.July 12
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LaRae Holliday is vice president of people for digital therapeutics leader Big Health, which is on a mission to help millions back to good mental health.
Big Health's mission is to help millions back to good mental health by providing safe and effective non-drug alternatives for the most common mental health conditions including insomnia and anxiety. Designed by leading clinical experts, Big Health's digital therapeutics expand access to gold standard care, including behavioral medicine, and are backed by industry-leading research and randomized controlled trials. By seamlessly integrating across the care pathway, from member engagement to billing via pharmacy benefit managers, Big Health simplifies adoption for both payers and patients, providing an inclusive, scalable, and affordable approach without serious side effects.
July 12
