T3 Technology Tools for Today

Exciting News for the T3 Conference! We are thrilled to announce that James Dean, Global Generative AI Specialist and Financial Services Industry Lead at Google Cloud, will be a keynote speaker at the upcoming T3 Conference in Dallas! James Dean is a renowned expert in leveraging Generative AI to drive operational efficiencies, enhance risk assessment, improve customer experiences, and identify new revenue streams within the financial services industry. With 25 years of experience in AI and advanced analytics, having worked with industry giants like H2O.ai, SAP, and JP Morgan, James brings a wealth of knowledge and insights to the conference. Don't miss this opportunity to hear from a pioneer in the field of generative AI and learn how to harness its power to transform your firm. Register now for the T3 Conference and be part of the organic growth imperative! https://lnkd.in/gj5DjiKP #T32025 #T3Conferences #GenerativeAI #FinTech #GoogleCloud #Innovation

The Advisor Software Survey from Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information is closing soon! The leading technology survey in the #wealthmanagement industry, TaxStatus is honored to be included in two categories: Tax Planning Software and Proposal Generation, Client Onboarding & Meeting Preparation Tools. We'd so appreciate it if our users would take a few minutes to rate TaxStatus and the other elements of their tech stack! Financial advisors can learn more and take the survey here: https://lnkd.in/eaZckNgF #financialadvisors #fintech #wealthtech #taxplanning #advisortech #advisorsoftware

In this #SwiftCam, Marie Swift discusses #fintech, the T3 Technology Conference and T3/Inside Information Software Survey, and more with Joel Bruckenstein, President and Producer of T3 Technology Tools for Today, recorded at the 2024 MarketCounsel Consulting Summit. Watch this #MSUM24 Swiftcam here:

In this #SwiftCam, Marie Swift discusses #fintech, the T3 Technology Conference and T3/Inside Information Software Survey, and more with Joel Bruckenstein, President and Producer of T3 Technology Tools for Today, recorded at the 2024 MarketCounsel Consulting Summit. Watch this #MSUM24 Swiftcam here:

In this #SwiftCam, Marie Swift discusses #fintech, the T3 Technology Conference and T3/Inside Information Software Survey, and more with Joel Bruckenstein, President and Producer of T3 Technology Tools for Today, recorded at the 2024 MarketCounsel Consulting Summit. Watch this #MSUM24 Swiftcam here:

Consider the fact that the average advisory firm now manages 8-9 fintech solutions in the office. When Bob Veres and Joel Bruckenstein looked at last year's T3 / Inside Information Advisor Software Survey—they found that, somehow, advisors have increasingly (insidiously) gotten into the technology management business. That's one reason you'll want to attend the upcoming T3 Technology Conference in March 2025 - keeping up with technology for your firm or practice is more important than ever. The link to learn more and register is in the comments field below. Also, be sure to check out our tech survey:  https://lnkd.in/eaZckNgF We're a bit behind our participation goal, so we hope you'll take the time to give us your opinion of your own tech options.

The T3 / Inside Information Advisor Software Survey is running right now—and if you haven’t yet, please let us know what you think of your tech stack.  Here’s the link:  https://lnkd.in/eaZckNgF #BeHeard #WealthTech

Attention Financial Advisors and Staff! Don’t miss out on this incredible Cyber Monday deal! Purchase one pass at the regular price and receive a second pass free for the T3 Conference, happening March 3-6 in Dallas. This year’s theme is The Organic Growth Imperative. Financial Advisors, let’s be honest: Is your firm truly growing or just surviving? Emphasizing organic growth—beyond just M&A —is essential for thriving in today’s market and attracting next-generation clients. Gain valuable insights and tools at #T32025. Take advantage of this limited-time offer! Anyone from a financial advisory or financial services firm who registers between December 1-2 will receive a code for free registration. Hurry—this offer expires on December 2nd at 11:59 PM ET!

Financial Advisors and Staff Members: Don’t Miss This Black Friday Offer! Buy One Pass at Regular Price. Get One Pass Free to the T3 Conference to be held on March 3-6 in Dallas. The 2025 theme is The Organic Growth Imperative. Be honest. Is your firm growing or just surviving? Organic growth - not just M&A - is imperative if you want to thrive and capture the attention of next-generation clients. Get the insights and tools you need at #T32025. Save big on your financial advisory firm tickets to the must-attend technology conference for the financial services industry! Anyone from a financial advisory or financial services firm who registers November 29-30 will be sent a code for the free registration - offer expires on Nov. 30 at 11:59 pm ET.

Thanks for the mention. I hope everyone participates in the survey. Our aim is to benefit all advisors