What To Expect At InVest 2018

RelPro is excited to sponsor and attend InVest 2018 on July 10th and 11th at New York’s Marriott Marquis. Now in its fourth year, the two-day event is designed to keep executives ahead of digital transformation in the wealth management industry.

More than 1,000 attendees - global executives covering the entire wealth management industry - will discover and debate the most relevant and effective technology solutions & trends - those that are already delivering value today, and those that are on the horizon

RelPro is appearing among a group of sponsors and exhibitors that are recognized leaders delivering technology and innovation for wealth management professionals. The conference attendees include executives from leading wealth management firms including Bank of America, JPMorgan Chase, Morgan Stanley, Raymond James and Charles Schwab - and from leading technology service providers including Salesforce.com, Broadridge and Apex Clearing to name a few.

Event attendees will have the opportunity to see how Wealth Managers, Insurance and Corporate Retirement professionals are using RelPro to grow their business and increase their prospecting efficiency. They will learn how RelPro’s Integrated Relationship Intelligence saves time finding new prospects, researching them prior to calls and meetings, and staying in touch with clients and prospects through RelPro alerts. Attendees will also see that RelPro is very easy and intuitive to use.

Visitors to the RelPro booth will have the additional opportunity to enter a giveaway for a chance to win a free 6-month subscription to RelPro.