Today’s retail investors are more informed, connected, and demanding than ever. From emerging asset classes to mobile-first experiences, they're redefining what trust, value, and engagement look like.

This event explores how financial platforms are evolving to meet those expectations and where the next wave of innovation is coming from.

‍What you’ll learn:
🔹 How financial brands and platforms are adapting to the behaviors and attitudes of today’s empowered US retail investors.
🔹 What drives investors to switch platforms and how to build loyalty, community, and lasting engagement.
🔹 The role of content, education, and UX in attracting and retaining customers.
🔹 Where the biggest opportunities lie for the next generation of investor products.

This session is tailored for asset managers, banks/neo-banks, fintech founders, product teams, brokerage growth leads, and anyone building for the modern investor.

Reserve your spot today!