Everyone is having to adapt in this new environment, but we wanted to do so in a way that generated a more personal, premier experience for our clients.
MERIDEN, Conn. (PRWEB) October 12, 2020
Infinex Financial Group (Infinex), a leading third-party marketing firm and independent broker/dealer, announced the successful conclusion of their third Innovate Digital Summit. This Summit was created for Program Managers in the bank and credit union channel. A series of five Digital Summits replaced Infinex’s annual Innovate National Sales Conference, a top event in the financial services industry that was originally set to take place in September 2020 at the Mohegan Sun in Uncasville, CT.
“Infinex’s Innovate Sales Conference has grown over the years to become one of the leading events in our industry and in the bank and credit union channel. We didn’t want our clients to miss out on the opportunity to connect with each other and our strategic partners. However, their safety was our number one priority,” shared Scott Davis, Executive Vice President and Chief Relationship Officer at Infinex. “Instead of moving the entire conference into a crammed, three-day online set-up, we decided to customize the digital experience as much as possible. We planned five separate Innovate Digital Summits, each speaking to the precise needs of a key audience. We recently completed our CEO, Wealth Solutions and Program Manager Summits. We are excited to launch our Financial Professional Summit later this month.”
When asked about the decision to create five unique Digital Summits, Ida Viglione, Infinex’s Senior Vice President and Director of Training and Development, said, “Everyone is having to adapt in this new environment, but we wanted to do so in a way that generated a more personal, premier experience for our clients. Five distinct digital summits helped solve for this. The CEO Summit was our first and the great success was unanticipated. Due to the positive feedback, it’s an event we will continue to host for years to come. Our Wealth Solutions Summit engaged financial professionals and advisors interested in growing their insurance and advisory practices. Most recently, our Program Manager Summit saw record attendance and we have a feeling our next summit will be just as popular.”
Infinex’s Innovate Program Manager Summit had three times the number of Program Managers attend given the new, easily accessible, digital approach.
Innovate ’20: Financial Professional Digital Summit
Infinex’s Financial Professional Digital Summit will take place Oct. 19 to 23. The Summit will highlight virtual strategies for connecting with colleagues, clients, referral sources, and prospects, along with best practices for thriving in today’s economic environment.
Infinex programs and financial professionals can register for the Innovate ’20 Digital Summits on Infinet, Infinex’s proprietary system. Other interested parties can contact Ida Viglione, Infinex’s Senior Vice President, Training and Development, at firstname.lastname@example.org.
About Infinex Financial Group
In 2018, Infinex celebrated its 25th anniversary as an independent broker/dealer focused on serving the investment, insurance and wealth management needs of financial institutions. Currently, Infinex supports over 220 community-based programs and more than 650 advisors. The firm, headquartered in Meriden, Conn., with offices in Napa, Calif., and Midlothian, Va., has a unique history of being formed by financial institutions and owned by financial institutions. To learn more about Infinex Financial Group, visit http://www.infinexgroup.com.