Case Study #3 - AI at the Business Level: How RIA Business Leaders Are Making the Decisions That Matter.

Presented by:  Val Vest

The AI decisions that matter for RIA firms are not being made by pure technology teams. They are being made by business leaders like the ones in this room. Where to invest. How to govern. What to require from partners. The firms getting ahead are not waiting for perfect information. They are making smart, deliberate bets and building real competitive advantages.