Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information, but extracting and acting on that data has traditionally been a manual, time-consuming process. Enter AI.
This session will explore how financial advisors and wealth management firms are using AI-powered tools to radically streamline document workflows, improve accuracy, and uncover planning opportunities hidden in complex client files.
Join us to learn:
– The current landscape of AI tools for document ingestion, extraction, and analysis—and what’s coming next.
– How firms are using AI to auto-fill CRMs, generate financial plans, and trigger alerts based on document insights.
– Real-world examples of AI-assisted estate, tax, and insurance planning powered by document intelligence.
– The compliance and quality control considerations every firm should keep in mind when implementing these tools.
If your firm is still spending hours reading documents manually, this session will show you how AI can turn documents into actionable advice—at scale.
AI is redefining what’s possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax, estate, and specialized strategies—to a broader range of clients efficiently and profitably. In this session, discover how leading firms are leveraging AI to scale personalized planning, deepen client relationships, and expand their service offerings without overextending their teams. You’ll walk away with practical insights on how to incorporate AI tools into your workflow to enhance your client experience, differentiate your firm, and drive growth in a competitive market.
AI can transform how your firm operates, engages clients, and delivers advice—but all of that progress can unravel if you aren’t compliant. This session will demystify what’s allowed (and what isn’t) when it comes to using AI in a regulated wealth management environment.
Our expert panel will share what they know on how to implement and adopt AI tools all while maintaining a compliant, client-first culture.
If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?
In this opening keynote, industry marketing expert Samantha Russell reveals how AI is reshaping the way consumers discover financial professionals, and what you must do to stay visible. You’ll walk away understanding the three main factors that determine how AI systems like ChatGPT and Google’s SGE choose which advisors to recommend, and how to position your practice to be at the top of their list. Plus, Sam will offer a practical, hands-on checklist of the three things you must do to get your firm where it needs to be.
Top 3 Take-aways:
– How to Get Your Name Into AI Results: Understand how AI systems like ChatGPT and Google’s SGE choose which advisors to recommend—and how to position your practice to be at the top of their list.
– The Power of Reviews and Authority: Learn exactly what kinds of reviews boost your visibility, and how media mentions, podcasts, and expert quotes signal trust and expertise to AI engines.
– Exactly how to Create and Structure Content for AI Search: Discover how to structure your website and blog content using natural language, Q&As, and schema markup so AI can understand who you help and match you to specific client questions.
Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today’s wealth firm. Discover how AI technology is evolving to address advisor experience from client onboarding to personalize engagement – throughout the investor lifecycle from the very first conversation and empower advisors to deliver exceptional value.
Learn from real-world examples how AI helps drive growth, build efficiency, and ensure measurable outcomes while creating delightful engagement experiences across every touchpoint.
Don’t miss this opportunity to witness the future of wealth management in action.
Two competing visions for AI are emerging in wealth advisory. The first emphasizes digitization and automation—scaling through higher client-to-advisor ratios and replacing advisors with processes. The second vision reflects our industry’s actual trajectory: each technological advance has enabled advisors to serve fewer clients more comprehensively. This approach prioritizes effectiveness over efficiency, recognizing that guiding clients toward financial wellbeing is deeply human work—helping people understand their needs, navigate emotional barriers, and achieve their goals. Here, AI enhances our ability to serve as empathic guides with practical behavioral expertise, not just technical planners. Embracing this vision offers a constructive path forward for an industry defining its evolution.