AI In Finance: What's Your Next Move?
Welcome to our May issue of AdvintroEdge, where we explore how artificial intelligence is redefining scale in financial services. Today, competitive advantage is built at the intersection of data, automation, and decisive execution.
In This Issue
You Can Build Anything. Can You Sell It?
The cost of building software has collapsed, but getting it adopted by the right RIAs and broker-dealers has never been harder. Wim explains why distribution — not IP — is the new moat in fintech and wealthtech, and why momentum is the difference between breaking through and being forgotten.
The Stage Is Set: Why Enterprise AI in Finance Is No Longer a Future State
Clarista on why enterprise AI in financial services has shifted from enhancement layer to operator — and why the firms that start with team context, not infrastructure, will define the next decade.
The Future Arrived in New Orleans: Key Takeaways from T3 2026
Wim reports from the T3 Conference in New Orleans — where AI notetakers became the fastest-adopted category in survey history, the line between investment and wealth management collapsed, and Robinhood-TradePMR signaled what comes next for custody.
AI Isn't The Advantage: Infrastructure Is
Peter Moroni of Sherpas argues that most wealth firms don't have an AI problem — they have an infrastructure problem. The unlock isn't more tools, it's growth infrastructure that turns opportunity into outcomes at scale.
When Growth Breaks Delivery: A Founder's Guide to Fractional Execution
Diane Buckley-Altwies on why most B2B technology founders don't fail from poor vision or weak teams — they stall when the early operating model breaks under growth, and how fractional execution leadership rebuilds delivery so speed becomes sustainable.
Life Lessons by Luke
Luke is back with reader mail — diagnosing pen-pal prospects, prescribing voicemails over emails, and reminding everyone that brevity (and a phone call) still wins.
Why We Built an AI Agent to Solve the Advisor SEO Problem
78% of advisors don't use SEO at all — leaving the lowest-cost, highest-ROI growth channel on the table. David DeCelle on why WealthReach built Attract: an AI agent that does the SEO work, ships compliance-ready pages, and helps advisors show up on both Google and AI search.
How AI Changes Fintech Valuation: Efficiency, Control, and Revenue Quality Now Decide Multiples
The 'AI-powered' narrative is dead. Vasyl Soloshchuk on the Great Recalibration: why investors now price fintechs on revenue per employee, inference margins, vertical data loops, and compliance — not AI hype.
Where Fintech Growth Breaks: The Three Financial Gaps That Matter Most — and How AI Is Changing the Equation
Fractional CFO Lucas Bianchi on the three financial gaps that stall fintech growth — insight, unit economics, and diligence readiness — and how AI is compressing the time between question, insight, and decision.
No AI Was Used to Write This
QuantiFacts CEO Chris Nichols on what AI still can't do well in Wealth Management pricing — and why decades of human experience, precise calculations, and proven tools remain the irreplaceable core of fee strategy and implementation.
Why Your Voice Is Your Biggest Differentiator in Financial Advisor Marketing
In an AI-saturated world, prospects can sense what feels generic and what feels human. ProudMouth on why your authentic voice — captured through a podcasting system — is the new trust signal for advisors who want to be found, trusted, and chosen.
Advintro Adventures
Follow the Advintro team in this comic-style adventure aboard the Wimmebago off to the next conference. Featuring the legendary Dynamic Dozen.
InterviewScaling with Intention: Prime Capital's Approach to Growth, Data, and AI
Prime Capital's Adam Billings and Andy Merchant on how disciplined infrastructure, centralized data, and a clear-eyed view of AI have powered growth from $3B to roughly $40B in assets.
Worry About Spreadsheets, Not Robots
Pave Finance CEO Chris Ainsworth on why the AI that matters in wealth management isn't the headline-grabbing LLM, but the quiet, traceable kind that hands CIOs back their Friday afternoons.
Artificial Intelligence and the Future of Wealth Management in Europe
Danny Martin on why European private banking has reached a decisive moment — and how agentic AI, governance, and hybrid intelligence will define the next era of wealth management.
AI made the call. Now explain it to your client.
QuantumStreet AI's Art Amador on why explainable AI is reshaping the advisor-client conversation — and the questions every advisor should ask before distributing an AI-driven strategy.
InterviewBuilding the Machine: How One Credit Union Is Getting AI Right
Trumark's Ben Fetterman on treating digital as an enterprise capability, building the data foundation AI requires, and why the support office — not the chatbot — is where AI delivers the biggest gains.
Till Next Time
Chuck Hayes on this issue's theme — AI in Finance: What's Your Next Move — and why progress in AI is less about keeping up and more about getting aligned.
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