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.

AI and Automation Track

FEATURED SESSIONS

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:

Michelle Feinstein

GM, Financial Services

FINS Industry Solutions & Strategy

Salesforce

Samuel Deane

CEO & Founder

Deane Wealth Management

Shell Black
President

ShellBlack.com, LLC

AI-Powered Efficiency:

Streamlining Operations for Bottom-Line Impact

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: