Operationalizing AI in wealth management:  Lessons from inside PAX Financial Group

Your firm has AI, but does it actually operate differently because of it?

Tune in as Zeplyn CEO Era Jain and Pax Financial Group President Janise Brooks discuss how PAX is operationalizing AI across the firm to improve execution, strengthen advisor effectiveness, and deliver a more connected client experience.

You'll learn:

• What it takes to move from AI experimentation to operational execution
• How PAX is turning fragmented client information into firmwide intelligence
• Ways to improve consistency and follow-through across advisors and teams
• How agentic AI helps uncover opportunities, risks, and client needs
• Lessons learned from deploying AI across a growing wealth management organization

Get a behind-the-scenes look at how PAX is using agentic AI to turn information into action and why that matters for the future of wealth management.