Advisors are increasingly using AI tools to streamline workflows and grow their businesses. More than half (54%) of asset managers say they currently use or plan to use AI within the next year for their advisor segmentation strategy, according to a new
"AI is here, and it will shape the future of our industry. A firm understanding of AI, and how to implement it in your business, will be essential to your future success," said Joel Bruckenstein, producer of the Technology Tools for Today (T3) Conference.
Bruckenstein is among more than 25 powerhouse speakers who will be presenting at Financial Planning's first conference solely dedicated to AI tools for advisors,
"We're bringing together the best and brightest minds in the world of AI and wealth management with an agenda that will offer insights for everyone, whether you're an AI veteran or looking to understand more about the transformative technology out there," said Brian Wallheimer, editor-in-chief of Financial Planning. "And this is practical knowledge. We want every attendee to leave Las Vegas with an idea, a tool or a contact that will help them meet the needs of their businesses and clients."
Here's a quick run-down on what to expect at ADVISE AI:
AI innovator recognition
Financial Planning has launched the 2024 Innovation Awards to honor some of the
Nine awards will be handed out for AI innovations in areas such as marketing, client engagement and onboarding, and customized portfolio management.
Those awards will be announced prior to the event, but two winners of Innovator of the Year awards will be named live at ADVISE AI.
Big players in the tech and AI space
ADVISE AI will have a
"I plan to have a conversation with my panelists about the current state of AI in the advisor space and what is in store for the next 12 to 24 months," Bruckenstein said. "What are the largest opportunities? What to watch out for? What vendors are making an impact?"
The conference will open with Charles Morris, chief data scientist of financial services from Microsoft, who will discuss the broad implications of AI in our world.
Access to companies creating cutting-edge AI technology
Hear about the latest developments from leaders of major tech providers like Orion, CogniCor, Jump, Salesforce, TradePMR, YouStake and Zocks Communication.
There is also ample time to explore the exhibit hall and network with peers or connect with AI tech providers.
Learn exactly how to apply AI in everyday workflows
To cut through the hype on AI, a majority of the panels focus on how advisors can actually use AI for work functions.
This includes how AI is being used to save time by streamlining back-office client onboarding processes, faster document analysis and marketing to prospects to help generate client growth.
The in-depth agenda can be found
Attendees will be in the heart of Las Vegas
ADVISE AI will be held at the Encore at Wynn Las Vegas.
In addition to events and networking time in the hotel and conference center, attendees are only steps from Vegas' premiere attractions. Golf, take in a show or simply enjoy the lights in the other city that never sleeps.
