How I AI: with Laura Hubbell, CFA | SignatureFD
Every RIA has AI tools now. Almost none of them are actually using them.
Advisors and ops teams signed up, ran a few prompts, and quietly went back to doing things the old way. The tool sits there. It's not expensive. It's not changing anything.
The distance between "we tried it" and "this is embedded in how we work" is enormous — and almost nobody is being honest about why.
The tool isn't the problem. The absence of specific, practical application is.
Join Milemarker's Jud Mackrill and Kailash Duraiswami with Laura Hubbell, CFA, Chief Information Officer at SignatureFD, for the first episode of How I AI — an ongoing series featuring practitioners who've moved past the hype and into daily, working applications of AI inside their firms.
In this conversation, we'll dig into:
Where AI has actually earned a permanent place in SignatureFD's workflows — and where it hasn't
The specific use cases that stuck versus the ones that quietly died
What it takes to move from "we have AI tools" to "our team actually uses them"
The honest gaps between what AI promises and what it delivers today
This isn't a demo. It's not a product pitch. It's a working conversation about what's real.