AI’s Growing Impact: Reshaping Client Engagement

Webinar Information:

Description: Curious how AI is reshaping the way firms connect with clients?

In this webinar, Adriene McCance, Managing Director of Wealth Management at UPTIQ, and Keara Bradley, Vice President of Strategic Markets at Oak Street Funding, unpack the latest trends, strategies, and risks in artificial intelligence.

Discover how these evolving changes are impacting firms and transforming M&A transactions, with actionable insights you can apply today.