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The Tech Revolution: How AI is Making Financial Advisors More HumanThe Tech Revolution: How AI is Making Financial Advisors More Human

Technology is transforming the wealth management industry—not just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

December 17, 2024

Jason Pereira, senior partner at Woodgate Financial, explains how AI and technology tools are enabling faster, smarter data processing while creating actionable, personalized insights.

Discover how behavioral finance and generative AI are helping advisors enhance their empathy and communication skills, ushering in a new era of humanization in financial planning.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator