Let us introduce you to your peers in the online brokerage industry, setting us up for lively discussions in the breakout sessions following the keynote & panel session.
With technology evolving so quickly, how do you identify and prioritize the most critical areas where digital improvement will have maximum impact on client engagement, loyalty and advocacy?
Mike Foy of J.D. Power will share the latest data and insights reflecting the voice of the retail investors and reveal some best practices on key digital topics including mobile and the cross-channel digital experience, personalization, customization and digital guidance.
Panel moderated by Caleb Silver (Editor-in-Chief, Investopedia) alongside panelists Jennifer Barrett (Head of Content, Fidelity Investments), Aditya Pasumarty (CPO, BUX), Anthony Denier (CEO, Webull), Laurence Amann (Director of Business Solutions, Desjardins)
Investing has become truly mainstream. Increased trade activity continued throughout the new year, with the meme stock craze creating another surge in new investor accounts. How have these new accounts fared throughout the year and have brokerages managed to build lasting relationships with them? Who has been successful with meeting the continued demand for mobile solutions? What can we expect for the industry as the world reopens and discovers its new "normal"?
Breakout rooms give you a dedicated space to get acquainted with a small number of your peers and discuss what you've heard in the main presentation. This year we have themed breakout rooms, so be sure to choose which topics interest you on the registration form so we can place you in a breakout room with a distinguished group that can relate to your mission. We hope these connections will stay with you long after the event.