Client expectations, technology, and compliance regulations are evolving faster than ever. Wealth firms that want to lead the next era must start preparing now.
Join Babu Sivadasan and Randy Lambert for a 30-minute fireside chat exploring what it really means to be future-ready. They’ll discuss how wealth management firms can build scalable, tech-enabled operating models that empower advisors to achieve peak efficiency, enhance client engagement experiences end to end, and unlock long-term growth.
You’ll learn:
- The forces reshaping the wealth management industry landscape
- The overlooked areas where AI-powered engagement can create true business leverage
- How to balance data-driven innovation and efficiency with human advice
- Practical steps to take now to prepare your firm for what’s next
Featuring...
Babu Sivadasan
Co-Founder & CEO
JIFFY.ai
Babu is a serial entrepreneur with deep public company and engineering experience. He co-founded JIFFY.ai and Envestnet (NYSE: ENV), and was CTO of Stamps.com (Nasdaq: STMP). A public service contributor and active angel investor, he mentors startups across Silicon Valley and India, and is passionate about driving digital innovations.
Randy Lambert
Partner, Head of RIA Solutions
Intention.ly
Randy brings 30+ years in financial services, scaling RIAs and WealthTech platforms to $75B AUM and $5T AUA. He excels in client-centric operations, tech alignment, and scalable support. With degrees from Creighton and Regis, he finds balance spending time with his wife, their family, and grandchildren, and caring for their forty chickens.