📷Advisors pull data from different sources every day but still struggle to get a unified picture. I spoke with @TWA_News about how we turn fragmented feeds into usable intelligence to make platform transitions less painful.
Listen at: https://t.co/zSbjOwr1GR
In wealth management, AI shouldn’t replace advisors, instead think of it as a conversation partner. In my discussion with @wealth_mgmt I share how we use ML and LLMs to turn decades of data into human-usable insights.
https://t.co/VWt0e68KPW
#WealthTech#AI#Integration
Partnerships are great, especially when they create something amazing! When you get the data architecture right for your operations today and your outlook for the future, flexibility in real-time analytics and better advisor decisions follow.
#BlueVault
https://t.co/AXJvwsVLCZ
Most advisor tech stacks don’t need more tools - they need better integration
Don’t miss this article on integration bridging & how it can give advisors time back with clients.
Worth a read👇
https://t.co/cizAj8ErpW
#Fintech#TechStack#IntegrationBridging
Honored to be named one of MSN’s “Top 10 Trailblazing Entrepreneurs to Follow in 2026.”
Grateful to our team and partners pushing AI + integration forward in wealth management.
https://t.co/bM5A6jrppW
#TrailblazingEntrepreneur#wealthtech
Most advisors are NOT ready for the way AI & data will reshape #wealthmanagement in 2026
If you are still treating AI as ‘nice to have’, this is your wake-up call 👇
#Fintech#AI#Data#TechStack
https://t.co/TcPBZ2Z6Oj
Let’s talk about the real side of AI + integrations for advisory and wealth management firms.
If your tech stack is fragmented, your data lives in silos
AI feels like buzzword bingo
Let’s connect!
I’ll be at the T3 Technology Conference March 9-12 New Orleans
Enjoyed discussing with @EchrisL how we are opening new ways using #AI#machinelearning for #financialadvisors to anticipate client life events, health costs & portfolio needs in order to adjust strategies accordingly.
Henry Zelikovsky, Founder & CEO of Softlab360, discusses the firm's recent successful applications of AI / machine learning in wealth management. @Softlab360CEO
@EchrisL Chris, thank you for the opportunity to share all the exciting work we have been doing at Softlab360 with regard to #AI and #machinelearning for wealth managers.
AI in wealth management starts with trust, not hype. In this #FiduciaryVoices piece, I share why anonymized data, secure cloud architecture, & human oversight are essential when applying AI to financial advisor workflows & client outcomes.
https://t.co/CCXjuH64MU
#AI#AdvisorTech
@theoasisgrp @JohnOkOconnell Looking forward to joining @JohnOkOconnell later this month to discuss how wealth management firms can utilize machine learning to harness the power of data to drive growth and client retention.
Alt investments are not just about gut feelings—they're about smart, data-driven decisions.
See how trends are impacting current strategies, integrations, and opportunities to expand offerings in my latest article in @wealth_mgmt Market Outlook https://t.co/M7OInHVJw3
Impact’s @marieswift and @JonnySwiftIC recently spoke with Mark Elzweig about client communications and building business in the Tales from the Trenches: Marketing that Works for Advisors Today webinar.
Watch the full replay here: https://t.co/BbhXLyeZ4w
I was happy to be a part of this editorial roundtable w/ @john_mackowiak & Michael Ursitti from #Advyzon, John O’Connell from @theoasisgrp, Christophe Gauthron from @KwantiAnalytics. Many thanks to @ImpactMarComPR for setting us up w/ the reporter.
FinTech and FinServe thought leaders to talk on AI's outlook and offer practical use cases at ADVISE AI conference Oct. 9-10 in Vegas | via @finplan https://t.co/bKooFbqQNt
Explore our new Cool Conversations page!
❓What are your WealthTech challenges?
❓What wins in WealthTech have you had recently?
🔍 Be part of the conversation.
#WealthManagement#ThoughtLeadership#CoolConversations
https://t.co/mqsBHM5wv1
Calling All Hiring Managers and Firm Owners!
@blxinternship wants to hear from YOU! Participate in their Hiring Survey to uncover the latest hiring trends in financial planning and reveal the most valuable services for hiring top talent.
Take the Survey: https://t.co/s7JhC0OOsh
In this week’s Fiduciary Voices Summer #FinLit Series, Michael Israel, CFP®, Managing Partner of Revolve Wealth Partners, emphasizes the importance of creating lasting memories with family while being financially savvy. Watch the full conversation here:
https://t.co/6uq1eVz7UO
Discover #AI Success Stories in #WealthManagement!
Join our July 23rd webinar to hear from top industry leaders on leveraging AI for portfolio construction, risk assessment, and personalized advice.
Register now:
https://t.co/ccnRHWpuWc
#FinTech#AI