The first wave of AI in wealth management has focused on adding intelligence to the technology firms already use. But as AI becomes more capable, governed, and connected across enterprise data and systems, a bigger question is emerging: how does AI begin to change the WealthTech stack itself?
In this Lunch & Learn, Verapath Founder & CEO Alec Crawford will explore how AI is moving from assisting users to executing work across systems and ultimately transforming technology capabilities themselves. He will introduce a practical method for evolving the stack over time: keep what works, transform where it makes sense, validate each capability, and retire external applications only when the firm is ready.
Attendees will leave with a new framework for thinking about technology strategy, vendor relationships, and the future architecture of the wealth management firm.
