You’ve heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology. Success comes down to execution. In this closing panel, industry leaders will share best practices for implementing AI solutions across financial planning and wealth management firms. From aligning leadership and building internal champions, to training teams and integrating AI into daily workflows, this session will provide a roadmap for turning inspiration into adoption. Walk away with practical strategies to ensure your firm doesn’t just talk about AI innovation—it lives it.
Your clients increasingly expect customized solutions across all their products. Building customized portfolios can help you satisfy those demands by tailoring strategies to each client’s specific scenario, constraints, and investment thesis — but they’re difficult and costly to build with traditional tools. Syntax Direct is a direct indexing platform that solves this problem by combining AI with three fundamental pillars: high-quality granular data, a well-defined and repeatable process that can be automated, and trusted sources of truth that eliminate guesswork. The platform brings institutional-grade index creation tools directly to you, making it easy to build customized, rules-based indices tailored to your clients’ specific needs — capabilities typically reserved for institutional research teams and custom indexing shops.
Invent | FPAlpha | AdvisorCRM | Communify Fincentric | Archive Intel | Orion Advisor Solutions
From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.
Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you’re a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.
As AI becomes more deeply embedded in wealth management, many firms are deploying both internal chatbots and AI agents—but how to use each effectively can be confusing. In this session, we’ll demystify these two powerful tools, breaking down their core functions, ideal use cases, and how they can complement (not compete with) one another across the client service lifecycle.
You’ll walk away with a clear framework for:
– Understanding the differences in intelligence, autonomy, and functionality between internal chatbots and AI agents.
– Identifying which tasks are best suited for each—from simple information retrieval to complex multi-step client actions.
– Mapping AI tools to specific advisor workflows, from onboarding and CRM updates to meeting prep and follow-up.
– Avoiding common mistakes that lead to inefficiencies or missed opportunities in AI strategy.
Whether you’re an advisor looking to boost productivity or a firm leader building an AI roadmap, this session will help you deploy the right tool, in the right place, at the right time.
Content is still king—but now, AI can help you create it faster, better, and more consistently. In this session, we’ll show you how to use AI to generate blogs, social media posts, emails, and videos that reflect your brand’s voice and values. Learn how to prompt AI tools effectively so that you achieve a personalized feel, fine-tune content for compliance, and maintain authenticity in every message. Whether you’re a solo advisor or part of a larger team, this session will empower you to scale your marketing while staying true to what makes you different.