FINRA & World Economic Forum Joint Roundtable on the Metaverse and the Implications for the Financial Services Industry

Excited to share that I’ll be leading a dynamic discussion at the upcoming FINRA & World Economic Forum Joint Roundtable on the Metaverse and the Implications for the Financial Services Industry – happening June 17, 2025, at FINRA’s Brookfield Place office in New York City.


🎙️ What I’ll Be Covering: Immersive Technologies in Trading

1. From experiment to execution: How far are we? We’ll explore the current frontier of immersive tech – AR/VR/immersive environments – within trading workflows. What firms are already piloting, and what’s needed to move toward broader adoption? We’ll examine where we stand on the road to real-time, spatial trading platforms.

2. Forecasting prominence: Will immersive trading take off? We’ll weigh the factors shaping its future: potential benefits like enhanced situational awareness and decision speed, against barriers like regulatory hurdles, infrastructure costs, and user readiness. How likely is immersive trading to become mainstream?

3. Adoption drivers: Trading vs. other XR use cases We’ll compare immersive trading to other use cases – like gamified investor education, investor engagement, or XR applications beyond the financial securities industry. What advantages or constraints make trading a leading or lagging candidate for XR adoption? What will drive investment in one use case versus another?


🔍 Why It Matters

  • Investor outcomes: Can immersive interfaces improve understanding, performance, or oversight by traders?
  • Regulatory and governance implications: How might immersive channels alter compliance, transparency, or audit trails?
  • Cross-industry perspectives: Learning from XR initiatives in education, healthcare, gaming- where could synergies or pitfalls lie?

Although it is too late now to join the roundtable – do let me know if you are interested to join our XR in Finance Guild – let’s unpack what immersive might mean not just for trading floors, but for the broader financial ecosystem.

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Looking forward to a lively discussion alongside leaders from FINRA, the Word Economic Forum, XR Association, and financial institutions like Morgan Stanley, The World Bank, Mastercard, Fidelity and more.

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