GrowthTech Summit 2025: Shaping the Future of Advisory Firms

The GrowthTech Summit brings together industry experts to explore the wealth-tech trends redefining how financial advisory firms operate. In this 1.5-hour event, attendees will learned how AI, data, cybersecurity, and integration strategies are driving organic growth, elevating the client experience, and transforming  modern advisory business models.

Across three focused sessions, speakers unpacked how emerging technologies are improving operational efficiency, enabling greater personalization, and opening doors to new investment opportunities. From AI-powered prospecting to automation-supported client service and innovations in alternatives, the summit highlighted the tools and strategies firms need to remain competetive in a rapidly evolving landscape. 

In this webinar, you’ll learn how to: 

• Understand how AI is reshaping prospecting, personalization, and operational efficiencies to drive organic growth 
• Recognize how automation and AI-enhanced workflows free advisors to focus on deepening client relationships and delivering high-value service
• Identify the wealth-tech innovations influencing the future of alternative investing – from private markets to digital assets
• Evaluate how data, integration strategies, and cybersecurity considerations support scalable business models
• Apply practical insights to strengthen their firm’s efficiency, technology adoption, and long-term competetive positioning