Prospects no longer start with Google. They start with ChatGPT, Perplexity, Gemini, and Claude, and the answers they get shape who they ever consider hiring. For advisors and firms of every size, this is a quiet but fundamental shift in how new clients find you, vet you, and decide whether you make the short list.
This session unpacks what’s actually changing, why traditional SEO and website tactics fall short, and what advisors and marketing leaders need to do now to show up in AI-generated answers. We’ll cover how AI engines decide who to cite, what your digital footprint needs to look like, and the specific steps independent advisors and enterprise marketing teams can take to stay visible as the front door to advice quietly changes.
This study examines how wealth management firms are adopting AI and advanced technologies to streamline core workflows. It also reveals the measurable impact of automation on business performance and the competitive edge firms can achieve.
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.
Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital–including hiring, training, and coaching–will be a central topic of discussion.
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.
AI prospecting tools are powerful, but conversion is the real challenge. This session introduces a framework for using signal-rich data effectively, building the right nurture sequences, and turning AI insights into real client relationships.
Many firms are exploring AI tools, running pilots, and experimenting with new capabilities but far fewer have successfully embedded AI into their daily workflows. The difference often comes down to leadership, process design, and advisor adoption.
This session examines how leading advisory firms are moving beyond experimentation and turning AI into a practical part of everyday operations. Panelists will share real-world lessons on driving advisor buy-in, setting clear use cases, training teams, and measuring success.
Attendees will learn practical strategies for introducing AI into their firms responsibly and effectively transforming AI from an interesting experiment into a powerful tool that improves productivity, enhances client service, and supports firm growth.
An unfiltered discussion tackling the industry’s hardest questions—automation vs. human value, scale vs. personalization, and where advisors truly fit in the future.
The conversation about AI in wealth management has been dominated by tools. Which ones to evaluate, which ones to buy, and which ones to avoid. That conversation is necessary, but it is not sufficient. The firms that will define the next decade of advisory services are not just selecting AI tools. They are building AI coworkers.
An AI coworker is not a chatbot. It is not a search engine with a conversational interface. It is a purpose-built specialist, engineered with a defined role, loaded with domain-specific knowledge, governed by professional guardrails, and calibrated to reflect the firm’s voice and standards. The difference between a firm that uses AI and a firm that employs AI is the difference between a productivity gain and a structural advantage.
In this session, attendees will be walked through the architecture, the archetypes, and the practical framework for building AI coworkers that perform at a professional level.
Attendees will leave with a framework for building their first AI coworker, a clear-eyed understanding of the organizational prerequisites that determine whether deployment succeeds or stalls, and a reusable job description structure they can apply to any specialist role they choose to build.
Advisors no longer question whether they need to adopt AI – they know they should. The challenge now is moving from experimentation to meaningful adoption. Many firms have rolled out a few AI tools and encouraged experimentation, but far fewer have developed the confidence, governance, and AI fluency needed to realize measurable business value. As expectations rise from clients and leadership teams alike, advisory firms are under pressure to move toward more intentional AI strategies.
This session explores what it takes to build confidence with AI inside an advisory firm. Panelists will discuss why adoption requires more than just training; why written policies are required but are just the start of robust governance; and how firms are approaching technology decisions in a rapidly evolving market. We’ll focus on the real operational and cultural challenges advisors and firms encounter as they scale AI adoption.
Attendees will learn practical next steps advancing AI adoption in ways that empower advisors and that are secure and compliant from panelists who’ve done it before. Whether you are still experimenting with AI or trying to expand beyond early successes, this session will provide actionable insights so your organization can move forward with confidence.
A provocative, data-driven debate on one of the industry’s biggest questions: Does AI drive fee compression or expand advisor value?
As firms grow, delivering consistent advice becomes more complex. Learn how AI is enabling scenario simulation, coaching, and standardized planning frameworks while still supporting personalized client outcomes.
As search shifts to large language models, advisors who aren’t optimized for AI discovery are invisible. This session shows how to structure your digital presence to be cited, summarized, and surfaced by AI turning AEO into a powerful organic growth engine.