Director, Capital Markets Industry Advisory
Microsoft
Amy Young is an Industry Advisor in Microsoft’s Worldwide FSI team, where her mandate is to help the firm’s largest Wealth & Asset Management clients realize the benefits of digital transformation. She has a 30-year career spanning equity research, corporate strategy and management consulting across the financial services, retail and energy industries. Amy holds an MBA from the Rotman School of Management, a BA in English from the University of Toronto and is a CFA Charterholder. She also chairs the Fintech Committee at CFA Society New York.
The pace of AI innovation is relentless, leaving many wealth management leaders struggling to separate the hype from what truly delivers value today—and what could fundamentally transform the industry tomorrow. In this session, industry expert Amy Young will share insights from her unique vantage point at the intersection of cutting-edge LLMs, agent-building tools, and real-world applications across financial services. You’ll gain a practical framework to evaluate emerging technologies, identify where AI is already reshaping advisor workflows and client engagement, and anticipate where the next wave of disruption is headed. Walk away with the clarity and confidence to make smarter AI investments that position your firm to get—and stay—ahead.
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.