T3 Hot & Happening 2026 – Part 3: Data, Workflows, and the Human Side of AI
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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!