How to Implement AI Securely Across All of Your Firm’s Data

​What’s Real. What’s Next. How to Prepare Your Firm for AI.

​AI is already reshaping client service, operations, and compliance for forward-thinking wealth firms. But how do you separate reality from hype, and get your team ready for what’s next?

​Join us for a fast-paced, practical discussion with industry and technology leaders:

​Featuring:

• ​Kailash Duraiswami, Chief Technology Officer, Milemarker

• ​Jud Mackrill, Chief Executive Officer, Milemarker
  Moderated by: Jessica Perez

​Together, they’ll unpack:

• ​What’s really working today with AI in wealth management

• ​How to prepare your firm for AI adoption in 2025 and beyond

• ​What’s coming next: agentic workflows, compliance readiness, and data foundations

• ​A 90‑day roadmap to pilot and scale AI safely inside your firm

​Why Attend:
✅ Learn what’s real (and what’s not) about AI in wealth
✅ Discover immediate wins for service, compliance, and growth