AI & Automation Summit
for Financial Advisors
A virtual summit for growth-minded advisors and wealth managers
Using AI to Automate, Scale and Grow your Practice
There is a lot of talk about AI & Automation. Join us to learn:
- How does an advisor actually apply that in their practice and with their clients?
- What are the benefits, challenges and real life use cases that speak to advisors not technologists?
- And how does all this actually save you time so you and your firm operate more efficiently?
Join leaders from some of the most innovative firms in the industry and see how advisors can utilize AI for advanced planning, client portfolio statements and client communications that have meaningful deliverables.
Register for the online summit on July 12th @ 2 pm ET / 11 am PT
Presented by leading advisor tech firms: VRGL, FP Alpha, Redtail & Pulse360