Independent financial services firms face rising client expectations, fast-changing regulations and relentless technological innovation—often with fewer resources than larger peers. Yet their independence offers a powerful advantage: agility. They can adopt technology faster and innovate with fewer constraints.

Explore how your firm can turn complexity into growth through fintech and forward-thinking leadership. Panelists will discuss practical ways to drive scale, efficiency and client engagement through technology, including:

·       Delivering the sophisticated digital experiences clients expect, while strengthening advisor-client relationships (especially generational clients)

·       Streamlining legacy systems and workflows before investing in new tools, for efficiency without disruption

·       Freeing up advisor capacity for higher-value activities by digitizing “front to back,” integrating onboarding, planning and compliance

·       “Personalization for all,” using data and integrated platforms to power curated portfolios, private market access and holistic planning

·       Balancing compliance, cost and innovation to meet high regulatory standards and stay nimble

This session bridges strategy, technology and practice management to offer a roadmap for sustained growth. Leave with a clearer view of the technology trends that truly matter—and actionable ideas for future-proofing client experience, firm culture and your competitive edge.