AI In Financial Services: Making Decisions With Tools That Change

​AI in Financial Services: Making Decisions With Tools That Change

​Wednesday, October 21 | 1:00 PM ET | Workshop

​The AI tool you evaluate this quarter will be different by next quarter. New models ship, features come and go, and vendors rebrand overnight. Meanwhile, your firm still has to commit budget, train people, and answer to compliance.

​Most firms respond one of two ways: they wait for things to settle (they won’t), or they chase every new release and end up with a stack of pilots nobody uses. Neither builds an advantage.

​This session is about a better approach. We’ll cover how wealth management firms can make confident AI decisions when the tools themselves won’t stand still: what to commit to, what to keep flexible, and how to tell the difference.

​You’ll leave knowing how to separate the decisions that last (your data foundation, governance, and workflows) from the ones that don’t (which model or vendor is on top this month). You’ll get a practical way to evaluate AI tools without getting locked into yesterday’s version. And you’ll see where firms are getting real value from AI today, and where they’re wasting time.

​Built for principals, COOs, and technology leaders at RIAs and broker-dealers who are past the hype and need to make actual decisions.

Speakers:
Jud Mackrill, Milemarker CEO
Kailasha Duraiswami, Milemarker CTO