Senior Partner & Financial Planner
Woodgate Financial
Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space.
This session examines how agentic AI—AI that can take autonomous actions within set guardrails—can deliver hyper-personalized experiences at scale.
Panelists will explore how these systems generate tailored recommendations, streamline ongoing portfolio maintenance, personalize communications, and adapt to client goals in real time.
The discussion will also address implementation considerations such as data readiness, model oversight, compliance requirements, and how to ensure advisors remain in control.
Attendees will learn how agentic AI can become a powerful differentiator for firms aiming to deliver bespoke service efficiently and responsibly.