dwe logo

Digital Wealth Webinars

Building a Brokerage Experience in 2026

Hosted by Kathryn St. John from Trading Central and featuring Mike Foy from J.D. Power, this live session explored the J.D. Power intelligence shaping brokerage roadmaps and the expectations modern investors bring to their platforms.

What we discussed: 

  • Major drivers of brokerage platform experience, and top factors driving trust and loyalty;
  • The rise of alternative assets and growing demand for an integrated multi-asset platform experience;
  • The convergence of banking and investing into one platform;
  • The integration of AI Virtual Assistants and their impact on user satisfaction.

Watch Webinar Recording