Tag: Advisor Workflows
From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

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For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon Rosic and Davis Janowski, senior technology editor and research analyst at Wealth Management. If 2025 was the year firms finally started using AI, 2026 is shaping up to be the year we find out whether all that tech actually pays the rent.

In this annual tech vibe check, Shannon and Davis dig into how AI notetakers quietly reshaped advisor workflows, why agentic AI and “AI operating systems” are the next wave, and what this all means for junior talent, firm structure and the future “Chief AI Officer.”

They also explore whether Franken-stacks are really dying, how niche platforms and new lead-gen tools are redefining value, and why cybersecurity and deepfakes may be the biggest underpriced risks on every CTO’s roadmap. 

Key takeaways:

  • What under-the-radar innovations to watch in the 2026
  • How data fragmentation limits real AI adoption despite rising tech budgets
  • What agent-based platforms signal about the future of advisor software
  • Why critical thinking remains more valuable than pure AI skills
  • How cybersecurity risks are growing faster than regulatory responses

Resources:

Connect with Shannon Rosic:

Connect with Davis Janowski:

About Our Guest:

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.

Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.

His work has appeared in The New York Times, Wealth Management, Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today’s High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

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The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

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In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, the stakes are high—and not all notetakers are created equal.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Jump Advisor AI, to explore how the firm is redefining what an AI assistant can do for financial advisors. 

Tune in as this episode unpacks:

  • Why Jump is not just another AI notetaker—and what it actually does
  • How the platform saves advisors 1–3 hours per day with compliant automation
  • Why integrations and advisor customization are core to adoption and scale
  • What 11,000 advisor-client conversations are teaching us about behavioral trends
  • The future of agentic AI, and why “just make that happen” might be your next favorite button

Resources:

Connect with Shannon Rosic:

Connect with Parker Ence:

About Our Guest:

Parker Ence is an entrepreneur and operator with 12 years of experience as a CEO or co-founder across advisory tech, data/DaaS, AI, SaaS, and insurtech. As CEO, Parker has operated companies in spinoff, turnaround/distressed, and 0-1 startup scenarios. Other early experiences were in PE/VC, GTM consulting, and economic development.

Jump Advisor AI brings the AI-Enhanced Client Meeting Cycle to financial advisors. It’s how RIA/BD teams cut client meeting admin time by 90% and elevate the client and advisor experience by putting notes, CRM updates, tasks, and compliance logs on AI autopilot. Jump is made for advisors, easy to set up, 100% customizable, secure, and compliant, and integrates closely with the advisor tech stack. It’s like hiring a meeting assistant, faster than dictating, and all-in-one for advisors. 

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The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

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Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal?

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data. With a background in Google’s AI division and a passion for reimagining legacy systems, Era breaks down why advisors can’t afford to delay AI adoption—and how structured insight is the key to personalization at scale.

Tune in as this episode highlights:

  • What makes Zeplyn’s “meeting assistant” more than just a notetaker
  • How structured client conversations unlock deeper personalization
  • What “client intelligence” and “practice intelligence” mean for your firm’s future
  • The three pillars every AI tool needs to succeed in wealth management: accuracy, customization and compliance
  • The roadmap to autonomous agents: how Zeplyn is building toward AI that doesn’t just suggest actions, but takes them

Resources:

Connect with Shannon Rosic:

Connect with Era Jain:

About Our Guest:

Era Jain is the CEO and Co-founder of Zeplyn, where she leads the company’s mission to build an AI platform that unlocks unprecedented operational efficiency for advisors and reimagines the investor journey.

Before Zeplyn, Era spent a decade at Google as a software engineer building foundational AI technologies for Google Search, Virtual Assistant, and Speech Recognition. Her work primarily focused on using AI to extract, aggregate, and synthesize valuable insights from various unstructured data sources, including web, documents, and human speech. Era’s expertise in building large-scale AI systems, combined with her extensive experience in product development, has equipped her to provide financial advisors with a revolutionary product experience within Zeplyn.

Era holds a Bachelor’s and Master’s in Computer Science and Engineering from the  Indian Institute of Technology, and an MBA from Harvard Business School. She is an advocate for Women in Technology, a long-distance runner, and a vocalist.

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