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We'd love to take this opportunity to meet with you. If you are interested in scheduling a meeting with our team, please indicate this during the registration process.
Let us introduce you to your peers in the online brokerage industry, setting us up for lively discussions throughout the event.
Start off your morning with a fun 5km (3mile) run through Chicago's beautiful Gold Coast area! Participants will meet in the lobby at 6:30 am. This run is completely optional and all runners will receive a complimentary running cap.
Fuel up for an action-packed day of insightful dialogue.
Digital is no longer simply a channel. As our interactions with companies become increasingly digitally-oriented, every click, every screen load, and every alert reflects on the promise of those brands. In this landscape, getting "digital" right evolves from a tactical approach to a strategic imperative.
In this presentation, we will examine the current state of wealth management's digital experience, showcase top performers, and discuss macro trends to consider for delivering exceptional digital experiences. Our insights are informed by data from the new J.D. Power Wealth Digital Experience Study, which surveyed thousands of individual investors in the U.S. and Canada.
Industry experts discuss the retail investor landscape, exploring key trends in the market as well as the forces shaping the online offerings of retail brokers now and in the future.
Moderator: Caleb Silver, Investopedia
Panelists:
Backup speakers:
Today's investing landscape is evolving rapidly. AI and UX have become key to achieving customer satisfaction, engagement and competitive advantage, while previously siloed financial services like banking, investing, robo and advice have begun to converge. How can today's brokerages offer a seamless and holistic experience that supports investors across their entire wealth-building journey?
Moderator: John See
Panelists:
Network with your peers and discuss key topics from the morning session.
Technological innovation, powerful macro events, and ever-changing consumer needs are creating
upheaval in the wealth management industry. Novice and seasoned investors alike are faced with
myriad choices when it comes to self-directed investing platforms, trading apps, digital advisors, and traditional options for wealth management.
ParameterInsights’ ongoing and research-based study of consumers in North America has revealed a number of insights for firms seeking to drive engagement and client loyalty. For many investors, the convergence of product and service offerings from historically separate wealth functions has created a great deal of confusion. Nevertheless, full-service firms are in a unique position to capitalize on the primary bank relationship and how it impacts customer wealth choices.
Along with a detailed review of trends in wealth engagement and drivers of choice, this presentation will cover some persistent misconceptions when it comes to planning in the context of wealth management. Key points will help attendees understand the true drivers of value in ways that inform modernization decisions.
Retail interest in Options has increased substantially, yet the profitable asset class remains largely under-penetrated for most brokers. During this panel discussion, industry leaders will explore the primary barriers that still exist for the masses, what processes could be simplified and how to mature today’s investors into confident options traders.
Moderator: Tom Sosnoff, Gary
Panelists:
Celebrating the brands driving positive change for today's investors. Learn more about our categories here.
For those who dare to explore!
Fuel up for an action-packed day of insightful dialogue.
We'd love to take this opportunity to meet with you. If you are interested in scheduling a meeting with our team, please indicate this during the registration process.
