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?
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.