AI in Action: Transforming Wealth Management from From Portfolio Design to Client Proposals

This high-impact session will showcase how wealth managers can leverage today's leading AI tools to enhance every step of their business process. John's session will feature live demonstrations of tools like Claude, ChatGPT, CoPilot, Perplexity, Gamma, and more to show how you can leverage off the shelf AI tools today to enhance your practice. Attendees will walk away with a handout of actionable use cases they can implement immediately upon returning to their offices. By the end of this session, attendees will be able to:

- Understand how generative AI fits into the daily workflows of wealth management.

- Identify at least five practical, low-lift AI use cases across the client lifecycle.

- Evaluate and experiment with leading AI tools suited for advisors and support staff.

- Design a basic AI pilot plan for their practice or firm.