Online Broker Summit 2022

Held on 

November 16, 2022

 in 

Virtual

The Online Broker Summit brings together leaders and experts of the retail online brokerage industry to discuss emerging trends and to share experiences. Through a series of keynotes, diverse panel discussions and networking opportunities, the event sparks discussion among senior leadership, who are mutual advocates and influencers for retail brokerage and for the interests of self-directed investors. Hosted annually by Trading Central, the summit has become one of the industry's most anticipated events.

Agenda at a Glance

Demo

  • Moving Forward Together.

Panels

  • Modern acquisition techniques for today’s brokerages with speakers from Money.net, Trading Central, Public.com, eToro and XM
Modern acquisition techniques for today’s brokerages

Breakout rooms

  • User Personas & Personalization
  • Integrated Technology
  • Digital Acquisition
  • Approachable Education

Discover top insights
from the session

Insights from the

Online Broker Summit 2022

Motif

Modern Acquisition Techniques for Today’s Brokerages

November 16, 2022
Held virtually on November 16, 2022 Trading Central’s annual Online Broker Summit gathered over 80 leaders in the digital wealth community to discuss emerging trends and the work they’re doing to address them. Here are the main insights expressed within the panel session: Modern Acquisition Techniques for Today’s Brokerages.

Meet the speakers
who contributed

Brad Michelson

etoro
Brad Michelson runs the US marketing team at eToro, a global social trading platform with over 20 million global users. He is a digital marketer with over ten years of experience taking consumer FinTech and e-commerce brands to market.

Steph Goldberg

Public.com
Steph works on brand awareness, positioning, and go-to-market strategy at Public, an investing platform that allows everyone to invest in stocks, ETFs, crypto, and alternative assets — all in one place. Her team obsesses over how both new audiences and Public's existing base of 3M+ members experience and perceive the brand throughout their journey, from top of funnel advertising to the in-app experience.

Steven Orr

Money.net
Better known on Wall Street as BigBeat, Steven has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services. He has served on the board of American Blockchain and Cryptocurrency Association

Pavlos Evangelides

XM
With 10+ years of experience in building meaningful products for millions of users, Pavlos is passionate about customer research, human-centered design, and using goal frameworks to bring solutions to life. He currently leads the Product team at Trading Point as Head of Product M

Kathryn St. John

Trading Central
Kathryn is a fintech trailblazer with deep expertise in computer science, design, and analytics. She played a pivotal role in Recognia's rise, leading to its acquisition by Trading Central. Today, she steers a high-performing team to extract data-driven insights that fuel business growth. Brokers globally rely on her perspective for innovative, cost-effective solutions that reshape the retail investing experience. (GMBA, BCS, CMT I).

Jerome Favresse

Trading Central
Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Managemen

Brad Michelson

eToro
Brad Michelson runs the US marketing team at eToro, a global social trading platform with over 20 million global users

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