Wall Street Exchange Participants Explore the Future of Finance and Tech

July 28, 2025

What will it take to succeed in the future world of financial services, where technology plays an even more dominant role?


During week 5 of the Wall Street Exchange Program, an expert panel of industry leaders in AI, blockchain, and data analytics and digital tools, shared their experiences and thoughts about the evolution of financial services and what the future holds for those aspiring to build their careers in finance.


Susan Green of SGAdvisory moderated an expert panel, which included Alix Jules, AI Business Transformation Leader at Broadridge; Irene Aldridge, CEO and Founder of AbleBlox and AbleMarkets; and Janna Treybick, Director in the Assurance Innovation & Technology (AIT) - Market Information & Data Analytics (MIDA) practice at PWC.


Panelists emphasized that we are in a transition period, where there is unending opportunity. To be successful in the evolving future, they offered advice around the importance of building relationships and interpersonal competencies, and of being intentional about targeting your next two roles in your skill-building. While technology might rule the future, this won’t change the importance of relationships and ensuring you keep your work and accomplishments visible to others.


Among suggestions panelists offered to interns interested in understanding whether a company will be a good fit were: to speak to current employees, to look for others like you succeeding within the organization, and to ask for stories about those who had been promoted. Inclusion needs to be purposeful, not just platitudes.


The WSE Committee extends its gratitude to the session panelists for an insightful session and for their support of FWA and the Wall Street Exchange Program. Special thanks, as well, to Susan Migliaccio and the FinTech Committee for their assistance in organizing this event.

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