Chief Digital and Client Experience Officer
Equitable Advisors
Anthony Montufar serves as the Chief Digital and Client Experience Officer at Equitable Advisors, where he owns and manages the end-to-end advisor and client experience across the firm’s digital ecosystem. His remit spans all advisor platforms, AI enablement, client experiences, web, mobile, marketing technology, automation, and self-service capabilities. In this role, he is focused on advancing digital capabilities, modernizing the advisor experience, and helping financial professionals work more efficiently, engage clients more effectively, and deliver more personalized, connected experiences at scale.
Anthony brings a blend of enterprise operating discipline, advisor-facing technology leadership, and strategy to his work, with a career spanning senior leadership roles at major Wall Street firms. His approach centers on practical, responsible technology enablement—translating complex capabilities into simple, scalable solutions that improve productivity, strengthen client relationships, and create measurable business impact. Outside of work, Anthony is an avid sports enthusiast and youth coach, bringing the same team-first mindset and focus on development to his leadership style.
The explosion of AI tools aimed at the wealth management industry has created both opportunity and confusion. Advisors and firm leaders are now faced with a critical question: which AI solutions truly enhance the client experience and operational efficiency.
This session explores how forward-thinking advisory firms are evaluating AI platforms, integrating them into existing systems, and ensuring they work together seamlessly across CRM, planning software, portfolio management, and client communication tools. Panelists will discuss how firms are thinking about build-versus-buy decisions, managing vendor relationships, and avoiding redundant technology as AI capabilities evolve.
Attendees will gain a framework for designing a tech stack that supports AI-driven insights, workflow automation, and scalable client engagement without overwhelming advisors or creating new operational silos.
AI promises to help advisors save time, strengthen client relationships, and operate more efficiently—but how can firms determine whether those benefits are actually being realized? This session examines the results of a recent case study designed to measure the real-world impact of AI meeting assistant technology on advisor workflows, productivity, and client engagement. Explore the key findings, unexpected insights, and lessons learned from evaluating AI performance at scale, and gain practical ideas for measuring the return on your own AI investments