Hear from your hosts as we kick off an afternoon of bold ideas, fresh insights, and meaningful connections exploring the forces reshaping today’s markets.
Michael Ellison, President of Corporate Insight, will share new research on how AI is reshaping investor expectations and the digital financial experience. Drawing on Corporate Insight’s 2026 AI research, he’ll explore the growing gap between AI adoption and consumer trust, where investors are comfortable with AI, and where they still expect human support. Attendees will gain insight into what consumers actually want from AI and what financial firms should consider as they build the next generation of AI-powered experiences.
The retail investor profile is shifting dramatically. Driven by a massive multigenerational wealth transfer and the rise of community-led finance, client expectations have fundamentally changed. This opening panel maps out who today’s retail investors are and the specific tools they require to navigate market volatility confidently.
Connect with your industry peers and share knowledge, moving the industry forward together.
This session focuses on the exact software, infrastructure, data, and intelligence layers product teams need to build the future of retail investing. This panel will explore how forward-thinking brokerages are integrating AI and next-gen protocols to deliver advanced capabilities cleanly, avoiding interface clutter or information overload.
Connect with your industry peers and share knowledge, moving the industry forward together.
Connect with industry peers and explore solutions from Trading Central and TMX Datalinx for brokerages to drive user engagement, boost platform stickiness, and scale client acquisition.
