AI and Emerging Technologies in Wealth

Artificial intelligence is rapidly reshaping the wealth technology landscape, but its real value emerges when combined with other transformative technologies. At the 2026 SIFMA Operations Conference & Exhibition, operations and business leaders explored how AI is accelerating innovation across emerging capabilities—from automation and data intelligence to next-generation client experiences. They shared practical perspectives on where AI is delivering measurable impact today, where experimentation is happening, and how firms can responsibly scale AI-driven innovation across the wealth landscape. Moderator Chris Nobles, Division Executive, Mediant - a BetaNXT business Panelists Mazi Bahadori, Chief Operations Officer, Altruist Kristie Edling-Day, Executive Vice President, Chief Information Officer, LPL Financial Gloria Lio, Managing Director, Head of Enterprise Services, DTCC Steve Shillingford, Chief Executive Officer, Deepsee