In this webinar, organized by The CFA Society Nashville, Christina Viglietta, VP of Americas at MDOTM Ltd., will explore how artificial intelligence can be implemented in practical, measurable ways within Wealth and Asset Management organizations — beyond experimentation.
Rather than treating AI as a standalone tool, the discussion will focus on how firms can use it to unify fragmented investment workflows and consolidate a patchwork of platforms into a more centralized, coherent investment system.
Christina will outline how AI can support:
- AI-driven investment insights to enhance portfolio construction and risk analysis
- Streamlined operational processes that reduce manual workload across research, monitoring, and rebalancing
- Automated yet personalized reporting and investment storytelling, helping advisors clearly communicate strategy, performance drivers, and risk positioning to clients
- Scalable service models that allow firms to grow assets under management without sacrificing quality, transparency, or responsiveness
The session will also address the practical challenges of moving from isolated pilot projects to firm-wide integration — including governance, workflow redesign, and change management.
Date & Time
Tuesday, April 28
12:00 - 1:00 PM CT
Location
Virtual - Zoom
The meeting link will be shared through your registration confirmation email
Price
Members: Free to attend
Guests: Free to attend
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