Managing a wealth platform often means juggling SQL queries, dashboard tools, tickets, and constant rework every time business needs change.

Join Milemarker to see how firms are using AI and MCP to operate their platforms through natural conversation—making it possible to query data, deploy dashboards, manage users, and run projects with a single prompt instead of a multi-step process.

Featuring

• Jud Mackrill — CEO, Milemarker

• Kailash Duraiswami — CTO, Milemarker

What You'll Learn

In this session, industry leaders will discuss:

• How firms are simplifying platform operations with AI

• What MCP means for wealth management technology teams

• How natural-language workflows replace manual platform tasks

• Ways to accelerate reporting, dashboard deployment, and user management

Talk to us about your firm’s data layer