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Index/Finance/Swift Chats in the Financial Services Industry
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T3 Hot & Happening 2026 - Part 2: AI, Automation, and the Future of Advice

Swift Chats in the Financial Services Industry · 2026-05-04 · 55 min

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Episode notes

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the energy and insights from this year's conference. In part two of this three-part special series, Shawna Ohm of Content 151 sat down with a variety of fintech executives, consultants, and thought leaders - many of whom were speakers at #T32026 - to explore how firms are using AI more practically, why unified data and better workflows matter, and what advisors need to do now to scale, market effectively, and stay relevant as technology and client expectations evolve.

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