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.

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