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
  • American Express is the first issuer to use the search giant's virtual card technology, which uses tokenized credentials to replace other authentication methods.

    May 26
    Google Pay on laptop screen
  • Royal Bank of Canada posted earnings that topped analysts’ estimates as business loans and solid credit conditions powered its retail banking business.

    May 26
    Interest Rates May Drag On Canadian Banks As RBC Cuts Targets
  • Bankers are not pleased with a new bill introduced by Maxine Waters, D-Calif. — aiming to help underserved markets — that would expand credit unions' membership and remove restrictions on their business lending.

    May 26
    Maxine Waters September 2021
  • AB - Policy & Regulation

    Banking groups are concerned that their long-fought-for Office of Supervisory Appeals Committee was disbanded without public comment.

    May 26
    Federal Deposit Insurance Corp. member Martin Gruenberg
  • Toronto-Dominion Bank’s U.S. personal-banking business benefited from continued strength in the housing market and robust credit conditions in the fiscal second quarter.

    May 26
    Interest Rates May Drag On Canadian Banks As RBC Cuts Targets
  • The deal between associations in Pennsylvania and Maryland will create a $5.9 billion-asset lender called Horizon Farm Credit.

    May 26
  • Goldman Sachs’ Marcus, Synchrony Financial, American Express and Capital One Financial are among the banks that have recently raised their five-year CD yields. The price competition arrives as the Federal Reserve acts quickly to rein in inflation, spurring expectations that rates will continue to rise.

    May 25
  • Seiffert, who succeeded longtime CEO William Wagner, orchestrated the company’s entry into Indiana and the sale of its insurance unit. Northwest reported a record $161.9 million profit in 2021.

    May 25
  • Yogendra (Yogi) leads the company’s efforts in developing and implementing new growth strategies in North and South America. While positioning WNS for continued growth, Yogi also oversees the Growth and Strategy function, and advisor relations in these markets. He is responsible for planning, designing and implementing processes to support business growth by defining customer segments and new markets. Yogi brings with him proven capability in service delivery, transition, operations re-engineering, client management, pre-sales and sales. He began his BPM career in 1999 with GE Capital and has managed operations for GE Australia.

    May 25
  • Suhas Sethi is the Head of the Global Insurance Business Unit at WNS. He has close to three decades of experience in global financial services BPM.

    He leads a specialized team of 11,000+ domain experts at WNS. Suhas’ service portfolio spans across Life, Pensions, Property & Casualty Insurance and includes end-to-end Business & Digital Services across Underwriting, Policy Maintenance, and Claims. In addition to delivering on the core Insurance back office operational excellence, Suhas’ portfolio includes knowledge intensive areas like customer sales and servicing, actuarial, data analytics, and finance and accounting. Besides the business leadership and P&L accountability, Suhas is also responsible for Enterprise Risk and Process Compliance for the Insurance BU.

    Prior to WNS, he has donned leadership roles at Cognizant and GE / Genpact.

    May 25