Sign up to save your podcasts
Or
Share Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
View all episodes
By Craig Iskowitz
4
1313 ratings
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
More shows like WealthTech Today
View all
Masters in Business
2,167 Listeners
The Meb Faber Show - Better Investing
929 Listeners
Capital Allocators – Inside the Institutional Investment Industry
793 Listeners
Animal Spirits Podcast
1,994 Listeners
The Perfect RIA
455 Listeners
The Compound and Friends
2,078 Listeners
The Long View
886 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
240 Listeners
Barron's Streetwise
1,549 Listeners
Barron's Advisor
108 Listeners
Barron's Live
199 Listeners
Ask The Compound
315 Listeners
WealthTech on Deck
18 Listeners
The WealthStack Podcast
4 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners