Financial Planning INVEST

Financial_Planning_INVEST
Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.

Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi


OTHER PAST CONFERENCES

Transform Payments Europe 2023

November 28, 2023 | UK

Europe's payment industry is at a pivotal moment. A reshaping of the landscape that has created new opportunities for incumbents and disruptors to win customers, develop new solutions, and claim market share of a global payments system that is set to reach $3 trillion by 2026 (McKinsey). Yet if leaders don't get ahead of major regulatory and infrastructure upheaval, we won't fully unlock the worldwide market potential for frictionless payments. These challenges set the stage for incredible product innovation, as leaders respond to the 2023 Financial Services and Markets Bill, New Payments Architecture, UK CHAPS migration to ISO 20022, and PSD2/3 initiatives. In this context, achieving widespread Open Banking adoption, seamless Instant Payments integration, Digital ID implementation, and effective fraud reduction presents a formidable challenge for payments leaders.  That's why, at Transform Payments Europe 2023, our impact agenda will delve deeper than ever before into the critical issues keeping payments leaders awake at night. This approach means going beyond the superficial discussions typically held at conferences to unlock the all-new insights, tools, tactics and connections you really need for success.  Join us to explore the profound implications of impending regulations, facilitate instant and cross-border payments, adapt infrastructure for future needs, seamlessly migrate legacy tech-stacks, drive product innovation, and fortify fraud prevention measures.

Banking CEE EXPO

November 2-3, 2023 | Romania

The annual EXPO brings all our communities together and create the largest banking gathering in the CEE region, with over 500 bankers, regulators, and other market players for a personalized itinerary of one-to-one meetings, networking, interactive discussions, seminars, award ceremony, and gala-dinner.

4th Annual CFO/COO Private Debt New York

November 2, 2023 | USA

LPGP Connect CFO/COO Private Debt New York brings together CFO, COO, Finance Directors, Operations, Compliance, Risk Professionals and C-Levelled executives working within the global private debt community. Its 4th annual event will focus on the latest issues for global debt fund managers looking to stay ahead of the competition. Join over 40 industry leading speakers and solution providers explore the latest developments and solutions for the most pressing issues facing CFOs & COOs looking to deliver operational excellence and ensure they understand the best solutions currently available.

Money20/20

October 22-25, 2023 | USA

Money20/20 is not like other fintech events. There is a buzz and energy around the event, which offers a fresh perspective on fintech. Be informed and entertained by content from our incredible guest speakers, and make valuable connections with our networking events. We know you've been itching to know which fintech power players are already signed up for this year's show! So it's about time we give you a look at some of the companies ready to take Money20/20 USA by storm. With over 8,000+ people from 2,800+ companies who attended in 2021, we already can't wait to do it all over again this October.

Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

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