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
  • Nic Beique is the Founder and Chief Executive Officer of Helcim, a payments company that delivers an easier, smarter, and more affordable payment experience with a human touch.

    He is a technical founder with over fifteen years of payments experience and a deep passion for team culture, marketing, and product. His track record includes developing payment platforms for both SMBs and Fortune 500 companies.
     
    He has been recognized for his contributions to the payment industry and tech economy in Canada as the EY Entrepreneur Of The Year Prairies Technology overall.

    June 25
    Nic Beique, CEO Helcim
  • The two financial institutions are testing a combination of machine learning and blockchain to catch errors and block fraud on international transactions.

    June 25
    CBABL
  • By adopting more inclusive lending practices and actively seeking to support minority-owned businesses, banks can help bridge the financing gap that often stifles the growth of these businesses.

    June 25
  • Customers caught up in the Synapse bankruptcy are met with deafening silence from Washington as they discover their savings — or what is left of them — are held in accounts that fall between the cracks of the bank regulatory apparatus.

    June 24
    Jelena McWilliams
  • Later this week, the Federal Reserve will release the results of its annual check-up on larger banks' balance sheets. Experts say there are always surprises, but that pending capital rules may have a bigger impact than the stress-test results on banks' dividend and buyback decisions.

    June 24
    Banks are falling out of the financial system. Crisis and bank failure. Stress test and readiness. Purification of the banking sector from weak financial entities. New law against money laundering.
  • Driven by his early encounters with remote work challenges, Boston-based CEO Sean Nolan co-founded Blink. This all-in-one "super-app" empowers frontline workers with the digital tools, connections, and resources they need on their personal phones. Blink bridges the gap between management and millions of individuals across industries, from bus drivers to healthcare workers, fostering engagement, belonging, and a 26% reduction in staff turnover. With over 300 clients, including Stagecoach and Domino's, and used seven times daily by 300,000+ workers, Blink is revolutionizing the frontline experience, one tap at a time.

    June 24
  • A plan reportedly being floated by the Federal Reserve would reduce the top-line capital raise for the biggest banks by as little as 5% — down from 16% in the original proposal from last July.

    June 24
    FEDERAL-RESERVE-HQ-BLOOMBERG
  • Jeff Gramlich is the managing director, accounting, at Validis, which extracts standardized accounting data direct from accounting packages.

    June 24
    Gramlich-Jeff-Validis
  • BWJP is the national legal resource for gender-based violence (GBV).

    BWJP leads specialized policy and practice initiatives to improve survivor safety, addressing complex family dynamics, protection orders, firearm risks and prevention strategies. One of its key initiatives is the Gender-Based Violence Learning Community, a groundbreaking partnership between BWJP, Esperanza UnitedValor USAPI-GBV and The Hotline. The Learning Community is a first-of-its-kind learning platform that seeks to end GBV through education, raising awareness and connecting people.

    Together, BWJP and the Learning Community strive to keep survivors safe and support thriving families and communities through education, policy, and systemic change.

    June 24
  • As many financial institutions around the world prepare to adopt the ISO 20022 standard for sending international payments by March of 2025, experts say banks failing to make timely preparations could risk losing some customers and payments volume.

    June 24
    Payment technology concept