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Operating Smarter: AI and the Future of Financial Services

icon Thursday, November 30, 2023 at 1 p.m. EST

  • Great insights begin with clean data
  • The basics of artificial intelligence
  • How to apply AI in your current practice and workflow
  • How C-level executives can use AI to enable their advisors and the back office
  • Best practices to ensure your AI is both secure and private
  • The future of AI and companies developing AI

Recap video coming soon

Webinar details

Featuring Advisor360°’s Jed Maczuba, this webinar will be an in-depth discussion surrounding the benefits AI integration brings to your wealth management firm’s existing workflows and processes, as well as a general discussion surrounding the long-term security and application of AI.

While CTOs understand the long evolution of AI, the public is just realizing its impact. Throughout boardrooms, casual conversations, and virtual meetings, people are curious to know—What does generative AI mean for companies and the job market?

Moderator & presenters

Alois Pirker

Founder & CEO
Pirker Partners


Jed Maczuba

SVP, Chief Technology Officer, Advisor360°


Vibhaw Arya

Chief Operating Officer
Shufro Rose


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