Why Growing RIAs Need AI & Automation

​Discover How Top RIAs Are Using AI and Automation to Build Smarter, More Scalable Firms

​Join industry leaders for an insightful conversation on how AI and workflow automation are transforming the future of RIAs. From streamlining back-office operations to unlocking real-time insights, you'll walk away with actionable strategies that can immediately impact your firm’s growth and efficiency.

​🎙️ Featured Speakers

​Ben Olsen
CEO, Beemo Automation
Ben brings cutting-edge AI innovation to financial services, helping firms implement intelligent systems that enhance both advisor performance and client satisfaction.

​Jud Mackrill
Co-Founder, Milemarker
Jud is a visionary in RIA technology, focused on unifying data and enabling decision-making at scale through powerful workflow and analytics platforms.

​Jessica Perez
Vice President of Growth, Milemarker
Jessica helps advisory firms turn strategy into measurable growth through smart adoption of tech, process, and data insights.

​What You’ll Learn:

• ​Why AI and automation are no longer optional for RIAs

• ​How to unify your data to fuel decision-making

• ​Common roadblocks (and how to overcome them)

• ​How top firms are using automation to improve client service and scale

• ​Live Q&A with all three speakers