5 min read
Why Better AI Meeting Prep Starts With Better Client Context
What is Meeting Prep?Meeting Prep is an AI agent that brings together the information an advisor needs for an upcoming client review, including CRM...
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AI
5 min read
Agentic Meeting Prep: Turning Manual Work Into Meaningful Capacity
Agentic meeting prep uses AI agents to automatically handle the manual work behind client review meetings, including gathering data from CRM,...
4 min read
Want AI That Moves the Needle? Stop Making Speed the Endgame
The following draws on our recent webinar, “AI in Wealth: What’s Real, What’s Next,” where I joined James Cantwell of WealthTech Select and the AI...
4 min read
AI Needs More Than a Single Pane of Glass
As wealth management moves from AI assistance to AI action, firms need more than a unified view—they need a trusted data foundation.
3 min read
AI Governance Isn't a Constraint. It's a Strength.
The wealth management industry has spent the last few years wondering whether to adopt AI. That debate is over. The next one—how to govern it—is just...
3 min read
Why AI Notetaking Isn’t Enough
AI notetaking is quickly becoming table stakes in wealth management, and for good reason. It helps advisors stay engaged in meetings, reduce manual...
4 min read
Reclaiming Time in the Advisor’s Workday
Advisors act as the integration layer across siloed tools, at a significant cost to their time. AI is about to change that.
3 min read
AI Becomes Infrastructure: Insights From T3 2026
AI isn’t coming to wealth management—it’s already here.
2 min read
From Buzzwords to Business Impact: Insights From FSI OneVoice 2026
At FSI OneVoice this year, the most interesting conversations weren’t about any single product or announcement—they were about how fundamentally the...
3 min read
Advisors and AI: The Next Wave of Adoption
AI has already proven it can make advisors more efficient. The next phase of adoption will be defined by something equally important: trust.
4 min read
Unlocking the Habits of High-Performing Advisors
Top advisors aren’t born—they’re built. And their habits are hiding in your data.
4 min read
Setting Your AI Up for Success
Legacy technology foundations are making your AI slow, unreliable, and less effective. Learn how to move from tactical to transformational.
2 min read
Before You Hit Record, Is Your AI Notetaking Compliant?
Is your use of AI fully compliant with the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC)...
2 min read
What AI-Enabled Advisors Know That Others Don’t
According to our 2025 Connected Wealth Report, 85% of advisors believe generative AI will help their business—that’s up from 65% in 2024.
2 min read
Three Questions to Ask Your AI Vendors
There’s no shortage of enthusiasm among wealthtech vendors about artificial intelligence (AI) and what it can achieve for wealth advisors, staff, and...