Explore how AI technologies can revolutionize client-focused workflows Explore how AI technologies can revolutionize client-focused workflows ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Explore the ideas and innovation that will drive the evolution of wealth management |
Financial Planning’s ADVISE AI is the only wealth management event 100% focused on AI. From tech demos and passionate debates, to interactive discussions and enlightening case studies, you’ll hear from the industry’s top minds and explore the latest innovation up close.
With tracks focused on a range of needs, from automation to investing, you’ll discover the content you need to create your roadmap for leveraging AI based on expert insights and ideas.
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Streamlining Advisor Productivity & Client Engagement Using Automation & AI |
SPONSORED BY: ShellBlack
This session will explore the AI-assisted solutions that exist that can automate many of these time-consuming areas so the advisors’ focus can be more on relationships, planning and providing more robust offerings to clients, driving greater revenues and creating more efficiencies. | Featuring: |
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| | Michelle Feinstein GM, Financial Services FINS Industry Solutions & Strategy Salesforce |
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| Samuel Deane CEO & Founder Deane Wealth Management |
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| Shell Black
President ShellBlack.com, LLC
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| AI-Powered Efficiency: Streamlining Operations for Bottom-Line Impact
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Discover how AI can revolutionize your workflows, freeing up valuable resources and enabling your team to focus on high-value tasks. Don't miss this opportunity to learn how AI-powered efficiency can reshape your business.
Featuring: |
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| | Nick Graham Executive Vice President and Chief Technology Officer Cambridge
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| Andree Mohr President Integrated Partners
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| Amy Young Managing Director, Capital Markets Strategic Partnerships Microsoft
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| | Register now and save $300 | Banks and financial advisory firms can secure their passes today and save $300 on tickets before advanced rates expire!
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