Chief Product Officer
Aidentified, Inc
Stephen Marshall, CFA is the Chief Product Officer at Aidentified, where he leads the company’s overall product vision and strategy. With more than 25 years of experience in financial services, Steve has held leadership roles spanning data & analytics, digital transformation, software development, and investment management. Before joining Aidentified, he held senior positions at BNY Mellon and State Street Corp. Steve received a BS degree in Communications from Boston University and an MBA from The F.W. Olin Graduate School of Business at Babson College.
From search engines to answer engines, the way prospects discover and evaluate advisors is changing fast. This session will dive into how AI tools are reshaping the client journey—and how advisors and firms can harness them for smarter marketing. Learn how to integrate AI-powered tools to enhance personalization, streamline lead nurturing, and optimize both SEO and AEO (Answer Engine Optimization) strategies. You’ll leave with practical ideas to engage prospects and grow more efficiently—without losing the human touch that clients still crave.