In|Vest Panel Hosts Pocketnest in NYC

Updated: Dec 19, 2019

Jessica Willis discusses the future of fintech alongside financial executives from Bank of America Merrill Lynch, SigFig, and PNC




In|Vest 2019, the industry’s largest digital wealth management event, recently hosted Pocketnest Founder and CEO, Jessica Willis, on a panel at its fifth annual conference in NYC to discuss the power of fintech.


Joined by the entire wealth management industry—those serving retail customers, digital advisors, insurance, asset managers, investors, consultants, and more—Willis spoke on a panel with other financial executives to debate and uncover current and prospective financial solutions.


In the panel titled, "Can Digital Advice Become Bank's Customer Lynchpin?" Willis shared consumer insights, data-driven speculation of the future of finance, and more.


Willis joined other panelists Kabir Sethi, managing director, head of digital wealth management, Bank of America Merrill Lynch; Mike Sha, co-founder and CEO, SigFig; Erich C. Smith, executive vice president and chief operating officer, PNC Wealth Management.


The panel was moderated by Gauthier Vincent, principal and wealth management leader, Deloitte Consulting LLP.


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