Senior Vice President, Data & Analytics
Carson Group
Leanne Ball, M.S., MBA, leads Data and Analytics at Carson Group, one of the nation's leading wealth management firms. Over the past decade, she has helped build the firm's data and analytics capabilities from the ground up, developing Carson's data strategy and establishing data as a key differentiator in the firm's value proposition. Today, she leads efforts to leverage data and emerging technologies to empower advisors, enhance client outcomes, and drive innovation across the organization.
Leanne has led enterprise AI governance initiatives, launched AI-powered products and capabilities, and helped guide the responsible adoption of AI in a highly regulated industry. Her work focuses on helping teams use data and technology to solve real business problems, improve decision-making, and create better experiences for advisors and clients.
A frequent speaker on AI strategy, governance, and organizational adoption, Leanne is passionate about helping advisors move from curiosity to practical implementation. She specializes in connecting technology, people, and process to drive meaningful change and lasting business impact.
Outside of work, Leanne enjoys spending time with her husband and two children, CrossFit, reading, and traveling.
The explosion of AI tools aimed at the wealth management industry has created both opportunity and confusion. Advisors and firm leaders are now faced with a critical question: which AI solutions truly enhance the client experience and operational efficiency.
This session explores how forward-thinking advisory firms are evaluating AI platforms, integrating them into existing systems, and ensuring they work together seamlessly across CRM, planning software, portfolio management, and client communication tools. Panelists will discuss how firms are thinking about build-versus-buy decisions, managing vendor relationships, and avoiding redundant technology as AI capabilities evolve.
Attendees will gain a framework for designing a tech stack that supports AI-driven insights, workflow automation, and scalable client engagement without overwhelming advisors or creating new operational silos.