Case Studies
Workshop
About Event
Many RIAs have adopted AI tools, but few have successfully integrated them into their daily workflows. This session explores why AI adoption often stalls after initial experimentation and what it takes to make it a meaningful part of how firms operate.
Join Milemarker and Laura Hubbell, CFA, for a practical, honest conversation on real-world AI use—what works, what doesn’t, and how firms can move from trying AI to actually using it.
Featuring
Jud Mackrill, Co-Founder, Milemarker
Kailash Duraiswami, CTO, Milemarker
Laura Hubbell, CFA, Chief Information Officer, SignatureFD
What You’ll Learn
Where AI has earned a permanent place in real firm workflows—and where it hasn’t
The specific use cases that stuck versus the ones that quietly faded away
What it takes to move from “we have AI tools” to “our team actually uses them”
The gap between what AI promises and what it actually delivers today
How to identify practical applications that drive real operational change
