As AI reshapes the financial landscape, LPL is proving that technology can strengthen the human connection between advisors and clients. In this session, Stephen Chien, Head of AI Solutions at LPL, shares how the firm leverages Jump to free advisors from routine tasks, enhance compliance, and deliver more personalized client experiences. Learn how LPL’s thoughtful approach to AI adoption is helping advisors spend more time where it matters most: with their clients.
AI’s potential in wealth management is only as strong as the data that fuels it. Many firms are eager to implement AI tools for planning, prospecting, and operational efficiencies—but without clean, structured, accessible data, these initiatives can stall before they start.
In this session, we’ll explore how to assess whether your firm’s data is AI ready, identify the steps necessary to prepare your data infrastructure, and outline best practices for ongoing data management to support AI-driven growth. We’ll discuss common challenges wealth management firms face, including data silos across CRMs, custodians, and planning systems, and how to resolve them to enable AI tools to deliver meaningful insights and automation.
Whether you’re just beginning to explore AI or seeking to maximize your existing AI solutions, this session will help you build a strong data foundation to fuel innovation and scalable growth in your firm.
From search engines to answer engines, the way prospects discover and evaluate advisors is changing fast. This session will dive into how AI tools are reshaping the client journey—and how advisors and firms can harness them for smarter marketing. Learn how to integrate AI-powered tools to enhance personalization, streamline lead nurturing, and optimize both SEO and AEO (Answer Engine Optimization) strategies. You’ll leave with practical ideas to engage prospects and grow more efficiently—without losing the human touch that clients still crave.
This high-impact session will showcase how wealth managers can leverage today’s leading AI tools to enhance every step of their business process. John’s session will feature live demonstrations of tools like Claude, ChatGPT, CoPilot, Perplexity, Gamma, and more to show how you can leverage off the shelf AI tools today to enhance your practice. Attendees will walk away with a handout of actionable use cases they can implement immediately upon returning to their offices. By the end of this session, attendees will be able to:
– Understand how generative AI fits into the daily workflows of wealth management.
– Identify at least five practical, low-lift AI use cases across the client lifecycle.
– Evaluate and experiment with leading AI tools suited for advisors and support staff.
– Design a basic AI pilot plan for their practice or firm.
Discover how financial advisors can harness the power of AI to automate content creation, amplify reach, and stand out in a crowded marketplace. This session reveals how even small firms can build a scalable, automated content engine that rivals the output of major financial brands—without the massive budget.
Zocks Communications | Slant | Catchlight | ARQA | FINNY | Conquest Planning
Discover how Helium Advisors partnered with Invent and Finmate to modernize its operations and deliver greater value to clients. In this session, the leaders of Invent, Helium Advisors, and Finmate share lessons on how thoughtful adoption of AI can help RIAs scale, improve productivity, and stay competitive in a rapidly evolving market.