The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the energy and insights from this year's conference.

In the final part of this three-part special series, Shawna Ohm of Content 151 sat down with a variety of fintech executives, consultants, and thought leaders – many of whom were speakers at #T32026 – to explore how AI is reshaping the wealthtech landscape, major product and platform themes that aim to improve advisor efficiency, and why advisors need thoughtful adoption, stronger data foundations, and human oversight.

Guests include:

• Bob Veres – Inside Information: 0:47 – 9:30
• Ned Dane – AdvisorEngine: 9:31 – 17:08
• Darren Tedesco – Advisor360: 17:09 – 23:21
• Jeff Coyle – Libretto: 23:22 – 30:19
• Paul Gilbert – Myriad Advisor Solutions: 30:20 – 38:33
• Mike Bennett – EncorEstate Plans: 38:34 – 43:57
• Paul Ehrlichman – Flextion AI: 43:58 – 50:30
• Henry Zelikovsky – Softlab360: 50:31 – 58:34

Check out Part 2 for even more great conversations!

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the energy and insights from this year's conference.

In part two of this three-part special series, Shawna Ohm of Content 151 sat down with a variety of fintech executives, consultants, and thought leaders – many of whom were speakers at #T32026 – to explore how firms are using AI more practically, why unified data and better workflows matter, and what advisors need to do now to scale, market effectively, and stay relevant as technology and client expectations evolve.

Guests include:

Joel Bruckenstein – T3 Technology Tools for Today: 0:47 – 6:34

Robb Baldwin – TradePMR: 6:35 – 12:52

Kevin Hughes – Advyzon: 12:53 – 19:02

Sean Sandys – Syntax Data: 19:03 – 25:14

Babu Sivadasan – JIFFY.ai: 25:15 – 30:56

Christophe Gauthron – Kwanti: 30:57 – 39:35

Gerard Michael – Smartleaf: 39:36 – 46:07

John O'Connell – The Oasis Group: 46:08 – 55:08

Stay tuned for Part 3 with even more great conversations!

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the energy and insights from this year's conference.

In part one of this three-part special series, Shawna Ohm of Content 151 sat down with Alex Ackermans, Vice President of Product & Engineering at Maximizer, who was the sponsor of the T3 Podcast Station at the 2026 T3 Conference. Their discussion explores how Maximizer's CRM and AI-powered IQ Boost tool are helping advisors streamline workflows, unify data, and strengthen client relationships in an increasingly AI-driven industry. They also discuss how advisors can use technology more effectively without losing the relationship-centered value that defines great advice.

Stay tuned for Part 2 with even more great conversations!