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
-
Stephanie Novosel, head of commercial banking at PNC Bank, faced one particularly significant challenge last year — helping with the acquisition of BBVA's American banking business.
October 5
-
As head of new product development at U.S. Bank, Vanessa Angeles leads a team that creates cash management solutions for corporate and commercial clients.
October 5
-
At the end of 2020, when Melissa Stevens began running both digital and marketing for Fifth Third Bank, fewer than 10% of new customer checking accounts came through the digital channel. Now the bank is on track to end 2022 with more than 25% of sales originating online or on mobile.
October 5
-
Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."
October 5
-
Olga Hoff's proudest accomplishment in the past year? She created a small-business diversity banking program at Zions.
October 5
-
How can empathy and understanding translate into banking? In about 600 ways, according to M&T Bank's Aarthi Murali.
October 5
-
When Priscilla Sims Brown took over as head of Amalgamated Bank, she made her goals clear. The company would increase profits and market share. Accomplishing those aims would, in turn, expand the bank's voice on social issues.
October 5
-
For years, Sound Community Bank in Seattle organized its workforce around bank branches and specialists for retail lending, commercial banking and home mortgage. But in the last year, "we threw all that out the window," said Laura Lee Stewart.
October 5
-
Julieann Thurlow is working to ensure that smaller institutions don't get left behind as the megabanks make better use of new technology.
October 5
-
Not only does the banking industry have a problem developing more female senior leaders, it also struggles with ethnic diversity. Kimberly Moore-Wright is working to change that.
October 5
