WEBINAR
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. Tune in for expert perspectives that will help you stay ahead in a fast-moving industry!
Date: Friday, January 23rd at 12:00 P.M. EST
Meet the Speakers
Adriene McCance
Managing Director of Wealth Management, UPTIQ
Keara Bradley
VP of Strategic Markets, Oak Street Funding
