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Operating Smarter: AI and the Future of Financial Services

Webinar recap
  • 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
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Webinar details

With AI integration at the forefront of conversation, this webinar is an in-depth discussion surrounding the benefits it can bring to a wealth management firm’s existing workflows and processes.

Throughout boardrooms, casual conversations, and virtual meetings, people are curious to know its long-term security and application and, most importantly, what generative AI means 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


Gain additional insight with the AI Connected Wealth Report

As market and client demands continue to evolve, advisors cannot afford to fall behind due to outdated or inefficient technology. The AI Connected Wealth Report highlights these concerns and answers:

  • What percentage of financial firms currently have an AI strategy?
  • What area of your business would benefit most from AI.
  • If generative AI is viewed to be a long-term help or a threat to the industry.

Access the full report