Vice President, Product Management
Cambridge Investment Research, Inc.
Erica Molina joined Cambridge in 2024 and has more than 20 years of experience in financial services. In her role, she leads the Product Management Team and oversees all aspects of the firm’s product lifecycle, ensuring solutions align with the continuously evolving needs of advisors and associates. Prior to joining Cambridge, she worked in advisory and leadership roles at USAA, Charles Schwab, and Vanguard. Molina graduated from Arizona State University with an MBA and Bachelor of Arts in Communication. She is a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), Registered Corporate Coach™ (RCC™), and holds the Series 7, 9, 10, 24, and 66 licenses.
Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information, but extracting and acting on that data has traditionally been a manual, time-consuming process. Enter AI.
This session will explore how financial advisors and wealth management firms are using AI-powered tools to radically streamline document workflows, improve accuracy, and uncover planning opportunities hidden in complex client files.
Join us to learn:
– The current landscape of AI tools for document ingestion, extraction, and analysis—and what’s coming next.
– How firms are using AI to auto-fill CRMs, generate financial plans, and trigger alerts based on document insights.
– Real-world examples of AI-assisted estate, tax, and insurance planning powered by document intelligence.
– The compliance and quality control considerations every firm should keep in mind when implementing these tools.
If your firm is still spending hours reading documents manually, this session will show you how AI can turn documents into actionable advice—at scale.