Digital Disruptions in Wealth from Digital Wealth Summit 2023

Takeaways from Digital Wealth Summit 2023

May 11, 2023

With five powerhouse speakers delving into how their brokerage brand is forging modern investing experiences within North America, the “Digital Disruption” capped off the morning session at this year’s Digital Wealth Summit in Chicago. Panelists discussed their views on how artificial intelligence (AI) and innovations in user experience (UX) have become essential in achieving customer satisfaction, engagement and a competitive advantage. Digging into their experiences leading brands at the forefront of disruption, panelists shared their perspectives on pressing questions like: How are consumer expectations shifting? What strategies are required for a holistic wealth-building journey?

Removing Unnecessary Barriers for New Investors

Rock bottom trading commissions and rapidly evolving technology are ushering in a new era of accessible wealth management. Formerly siloed business functions like self-directed investing, banking and advice are gradually converging as consumers push for integrated and intuitive experiences.

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Insights from the

Digital Wealth Summit 2023



May 11, 2023

John See

Vice Chair

Brandon Krieg

Co-Founder & Head of Business Development

Michael Milani

Mondeum Capital

Christopher Larkin

Managing Director, Head of Trading & Investing

Christine Zalzal

SVP & Head of Online Brokerage & Digital Wealth
Aviso Wealth

Steve Quirk

Chief Brokerage Officer