Head of Pre-sales
OneVest
Andrew has an extensive background in financial engineering and consulting within the wealth management and fintech sectors. As the Director of Pre-sales at OneVest, he leads the technical strategy for client engagements, translating complex operational challenges into scalable technology solutions. Prior to joining OneVest, Andrew held key sales engineering and solutions consulting roles at d1g1t Inc. and PureFacts Financial Solutions.
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.