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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Jude Schramm said upgrades to the bank's tech stack have helped generate $200 million in annual run-rate savings.
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Paul Margarites led the creation of a "CFO in a box" dashboard.
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Michael Pizzi says its DevGen.AI platform has helped rewrite millions of lines of legacy code.
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Vantage Bank devotes 45% of its tech budget to innovation. In 2025, it launched 11 digital-asset projects, kicking off $7 million in revenue and $12 million in savings.
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If the CEO of Custodia Bank gets her way, then she—and her innovation partner, Vantage Bank CEO Jeff Sinnott—will see the Haven Network unlike on-chain finance for other small banks.
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Under Argenti's guidance, the firm is piloting an autonomous software engineering program.
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Laide Majiyagbe is broadening the bank's platforms for cash investing, tokenized fund access and collateral mobility.
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While transactions over public blockchains remain few, the global co-head of J.P. Morgan Payments is ready for when more tokenized assets are placed on blockchains.
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The head of U.S. consumer cards is weaving agentic and generative AI into Citi's card portfolio to reshape payments and customer service.
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Together with CEO Anthony Noto, the CTO is capitalizing on a "technology super cycle" dominated by blockchain, digital assets and AI. That gave rise to the SoFiUSD stablecoin.
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