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.