About This Event

AI agents are everywhere right now—autonomous workflows, natural-language interfaces, and tools that promise to handle everything from rebalancing to reporting to compliance. The upside is real, and much of the technology genuinely works.

So why are so many firms seeing pilots stall after early excitement?

Join us for a candid conversation unpacking what’s actually holding AI agents back in wealth management—and why the problem isn’t the technology itself. We’ll dig into the overlooked foundations firms need before AI can truly scale and deliver impact.

This discussion goes beyond hype to address the real blockers no one seems to be talking about—not vendors, not conference panels, not sales decks.

Featuring

Kailash Duraiswami — CTO, Milemarker
Jud Mackrill — Co-Founder, Milemarker
Jessica Perez — VP of Growth, Milemarker

What You'll Learn

In this session, discover how to:

• Identify why most AI agent pilots lose momentum after early success

• Understand the foundational gaps that prevent AI from scaling inside firms

• Separate real AI leverage from surface-level automation

• Position your firm to use AI agents strategically—not experimentally

If AI agents are the future, this conversation explains why so few firms are actually reaching it—and how to avoid getting stuck.