SVP, Technology
Signature Estate & Investment Advisors
Advait Kulkarni is Senior Vice President of Technology at Signature Estate & Investment Advisors (SEIA). With more than 25 years of experience leading technology transformation across wealth management and enterprise software, he leads SEIA's enterprise technology strategy, AI initiatives and platform evolution. He oversees the development of the firm's data infrastructure and AI capabilities, integrating intelligent automation into advisor workflows to enhance productivity, streamline operations and elevate the client experience. Prior to joining SEIA, Advait held executive technology leadership roles at AssetMark, Skedulo and Cetera Financial Group, where he led enterprise-scale digital transformation, cloud modernization and AI initiatives.
AI solutions tell a compelling story, but is there REAL ROI that is being attained? In this session firms share where they are seeing ROI and how that is affecting how they do business in the future.