AI in wealth management is moving beyond the chat box.

On Wednesday, August 26 at 1:00 PM ET, join Kailash Duraiswami and Jud Mackrill for AI Automation Deployed, a live look at what happens when AI runs on the data and systems a firm actually owns.

Rather than simply asking AI questions, they’ll be inside the Milemarker platform working with real data to show how AI can move from answering questions to taking action—and ultimately operating autonomously on a firm’s behalf.

If your firm has been asking, “What can we actually do with AI beyond a chat box?” this session will show you what’s possible.

Featuring

• Kailash Duraiswami — CTO, Milemarker

• Jud Mackrill — CEO, Milemarker

What You'll Learn

In this session, you’ll see how AI can move through four levels of autonomy:

• Ask — Use Navigator to ask questions in plain language and get answers from your firm’s data.

• Operate — Use Milemarker MCP to let AI agents interact with the platform across 210+ capabilities, making the interface optional.

• Automate — See how Relay connects systems and actions together so workflows can run continuously.

• Delegate — Explore how AI agents can work independently on your firm’s behalf, with assigned work going out and completed work coming back.

Most AI tools stop at answering questions. Milemarker is building toward something more powerful: AI that can understand, operate, automate, and ultimately take work off your team’s plate.

And every level runs on the same record your firm owns.

Don't miss this opportunity to see AI automation deployed on real wealth management data—and understand what the next generation of AI-powered operations can look like inside your firm.

Talk to us about your firm’s data layer