In|Vest 2018 Direct

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 here for full access to this and other In|Vest sessions.

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Invest | Direct
  • PFM

    Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor. 

    February 22
    Michelle Moore and Michael Liersch at Wells Fargo
  • Cindy Blendu is chief transformation officer and chief HR officer at Clearwater Analytics.

    February 22
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  • The terminal maker's collaboration with Splitit, Klarna and biometrics firm Fujitsu Frontech are an attempt to go beyond the limitations of traditional payments hardware.

    February 22
    An Ingenico contactless payment terminal
  • Digital asset startup MoonPay has appointed former Coinbase executive Asiff Hirji as its new president and chief operating officer. Hirji aims to continue the company's push into the nonfungible token market.

    February 22
    Asiff Hirji
  • M&A

    Buckeye State Bancshares near Columbus said it would buy cross-state rival Rockhold Bancshares. Only six such deals were announced in January, making it the slowest first month of a year for M&A since the financial crisis.

    February 22
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  • CBDC tests in Japan, real-time payments in Singapore and India, and more. Here's what's happening around the world.

    Visa card in reader
  • The Senate Banking Committee member, a Democrat from Montana, helped pass a bill that loosened Dodd-Frank restrictions for larger regionals and community banks.

    February 22
    Sen. Jon Tester, D-Mont.
  • The cut reverts the mortgage insurance requirement to pre-financial crisis levels.

    February 22
    HUD
  • Government-operated payment systems aren't necessary and reduce choice, competition, innovation and value for consumers, businesses and banks.

    February 22
  • Maureen Ezekwugo is the Chief Executive Officer of Oggvo, a technology company that is on a mission to help level the playing field between small businesses and big companies that have access to more resources for brand awareness and growth. With more than 20 years of experience, Maureen's career has been dedicated to helping businesses thrive online with products that transform how they market themselves to stand out and connect with today's modern online consumer.  As CEO, Maureen is responsible for strategy, culture, vision, growth, and shareholder value at Oggvo. 

    Maureen has deep experience in driving revenue growth, building high-performing teams, and delivering exceptional customer value in competitive business markets, having served most recently as Chief Customer Officer at RealSelf – the leading online destination for consumers shopping in the aesthetic medicine space - where she led revenue growth, customer operations, and B2B marketing. Maureen is proud of her work with companies in the startup and hyper-growth stages including businesses such as MarketLeader, a software company in the real estate industry, where she helped build a powerful sales force that increased annual revenues from $1M to $100M throughout her leadership tenure.

    Maureen also serves as a board member of Ada Developers Academy and as an advisor to multiple startups including BeautyTap and JoyMD. She regularly volunteers with organizations such as the Big Brother Big Sisters of America and enjoys spending her free time traveling, connecting with friends, and relaxing with her family and her cat Sochi.

    February 22