Most AI rollouts fail for the same reason: technology is introduced before people are brought along. When AI feels like something being done to employees rather than for them, adoption suffers and value remains unrealized.

This session explores how leading firms are successfully introducing AI across their organizations—from identifying meaningful use cases and measuring impact to building engagement and overcoming resistance. Attendees will leave with practical strategies for turning AI pilots into firm-wide adoption and lasting business value.

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.

What if your CRM could prepare you for the day before you ever opened it? Advisor Companion represents the next evolution of the advisor experience—an AI assistant that understands the client, household, portfolio, meetings and market context surrounding every interaction and proactively brings forward what matters.

Before a meeting, it prepares you. During and after the conversation, it captures context, identifies what matters, and helps determine what should happen next. And that intelligence doesn’t stop with the meeting—it carries forward into onboarding, servicing and ongoing client engagement.

The result is an innovative advisor experience: the intelligence of your CRM, available wherever the advisor is, without the searching, swivel-chair work, or administrative burden.

Join Babu Sivadasan, Founder & CEO of JIFFYAI, to see how JIFFYAI’s Advisor Companion and Engagement AI suite are moving the advisor experience from ‘systems advisors have to work in’, to ‘intelligence that works alongside them’.