AI in Wealth Management: Balancing Innovation, Efficiency and Risk 

Artificial intelligence is driving new levels of efficiency in wealth management, from smart meeting summaries that power CRM workflows to predictive analytics that support portfolio decisions. 

But these innovations also bring new risks, especially around cybersecurity and client data. 

Watch this insightful session to learn how to implement AI tools effectively, establish firm-wide use policies, and train your team to recognize and prevent AI-driven security threats. 

In this session, you’ll learn how to: 

• Automate workflows with AI-generated action items 
• Establish safe, compliant AI usage policies 
• Mitigate phishing, impersonation, and data privacy risks 
• Prepare advisors and staff for AI-driven cyber threats