Join us for an executive roundtable: A facilitated discussion where industry leaders will exchange insights, address shared challenges, and explore collaborative opportunities. The roundtable discussions will touch on the following topics:

• Next-Generation Advisor Desktop: Building the AI-Powered Workstation
  Discussion areas include integration of predictive analytics into daily workflows, real-time client insights, automated task prioritization, and AI-powered client meeting preparation. Who should attend? Heads of advisor technology, digital strategy leaders, and COOs at firms with over 200 advisors, especially those planning major platform upgrades.
   
• AI and Alternative Data in Client Communications: Breaking Through the Noise
  Discussion areas include using AI for content personalization, leveraging alternative data for client insights, automated yet personalized reporting, and next-best-action recommendations. Who should attend? Client communications leaders and digital strategy heads; it will be particularly valuable for firms with multigenerational client bases.
   
• Financial Planning Technology: Scaling High-Touch Advice
  Discussion areas include automated plan monitoring, scenario analysis capabilities, integrating planning with portfolio management, and measuring planning outcomes. Who should attend? Planning technology leaders and strategy heads; it will be especially relevant for firms expanding their planning services beyond high-net-worth clients.  
   
• Modernizing Clearing and Custody: API-First Architecture for Scale
  Discussion areas include open banking integration strategies, real-time settlement capabilities, automated reconciliation, and digital asset custody readiness. Who should attend? Operations leaders and technology heads at RIAs and broker-dealers, particularly those managing complex multicustodian relationships.
   
• The Future of Portfolio Management Technology: Balancing Customization and Scale
  Discussion areas include direct indexing implementation, ESG integration, tax optimization at scale, and automated rebalancing strategies. This discussion is particularly timely as the percentage of advisors employing fully holistic models has increased from 40% in 2021 to 49% in 2024. Who should attend? Investment operations leaders and portfolio management heads, especially those serving high-net-worth clients with complex needs.
   
• Open Architecture Integration: Building the Connected Wealth Platform
  Discussion areas include API strategy development, vendor selection criteria, data governance frameworks, and measuring integration ROI. Who should attend? Enterprise architecture leaders and technology strategy heads; it will be particularly valuable for firms managing complex tech stacks.

• Client Portal Innovation: From Digital Interface to Growth Engine
  Discussion areas include self-service capabilities that drive engagement, mobile-first design principles, personalization at scale, and converting digital interactions into revenue opportunities. Who should attend? Digital experience leaders and heads of client service; it is ideal for firms looking to expand their mass-affluent offerings.
   
• Data-Driven Marketing at Scale: Personalizing the Wealth Management Experience
  Discussion areas include prospect segmentation strategies, marketing automation best practices, content personalization, and measuring marketing ROI in wealth management. Who should attend? Marketing leaders and growth officers; it will be particularly valuable for RIAs and regional firms focused on organic growth.
   
• Digital Client Onboarding: Removing Friction for Growth
  Discussion areas include digital identity verification, automated KYC/AML, paperless account opening, and measuring onboarding efficiency. Who should attend? Operations leaders and client service heads, especially those from firms with high client acquisition targets.

• Compliance Tech Evolution: Automating Oversight for Growth
  Discussion areas include AI-powered surveillance, automated risk monitoring, OSJ technology requirements, and regulatory reporting automation. Who should attend? Compliance technology leaders and risk officers; it will be particularly relevant for broker-dealers and firms with complex regulatory requirements.