MILEMARKER WEBINAR

AI In Financial Services: Making Decisions With Tools That Change

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What you'll learn

01.

Evaluate AI With Confidence — Use a practical framework to assess AI tools and determine which solutions are worth investing in.

How to unify custodian, CRM, and portfolio data into a single normalized view

02.

Focus on What Lasts — Prioritize your data foundation, governance, and workflows while keeping model and vendor choices flexible.

Automation playbooks that eliminate manual reporting and free advisor time

03.

Identify where AI can improve your firm's operations and client experience, and avoid spending time on pilots that don't deliver results.

The infrastructure decisions separating fast-growing firms from the rest

About this webinar

AI tools evolve quickly, but your firm still needs to make decisions about budgets, training, workflows, and compliance. In this session, Jud Mackrill and Kailash Duraiswami explore how firms can evaluate AI tools without chasing every new release or getting locked into yesterday’s technology.

Learn how to distinguish lasting investments—like data foundations, governance, and workflows—from short-term choices about models and vendors. Discover where AI is delivering real value in wealth management and how to avoid wasting time on pilots that go nowhere.

Designed for principals, COOs, and technology leaders at RIAs and broker-dealers who are ready to move beyond the hype and make practical AI decisions.

About this webinar

Designed for principals, COOs, and technology leaders at RIAs and broker-dealers who are ready to move beyond the hype and make practical AI decisions.

Milemarker Leadership

Jud MackrillMilemarker CEO, Kailash Duraiswami

Kailash Duraiswami is Chief Technology Officer of Milemarker, where he leads the data and AI platform behind the firm’s wealth management infrastructure.

Jud Mackrill is CEO & Cofounder of Milemarker. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.

Kailash Duraiswami is Chief Technology Officer of Milemarker, where he leads the data and AI platform behind the firm’s wealth management infrastructure.

Jud Mackrill is CEO & Cofounder of Milemarker. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.