Drawing on J.D. Power’s latest U.S. research, Mike Foy will explore evolving investor behaviour, expectations, and experiences, alongside the rising role of AI. This session will highlight how brokers can turn these insights into actionable strategies to better engage clients and stay competitive.
This session explores how AI and MCP solutions for LLM and AI developers can be embedded into brokerage platforms to deliver seamless, insight-driven experiences—from discovery to execution.
Connect with fellow industry professionals over lunch and continue the conversation. Exchange insights, discuss emerging trends, and build relationships with peers.
