If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station.

In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today.

From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:

[0:58 – 7:24] Kartik Srinivasan of Advyzon
[7:25 – 13:24] Danielle White of Myriad Advisor Solutions
[13:25 – 20:59] John O’Connell of The Oasis Group
[ 21:00 – 28:22] Jeff Coyle of Libretto
[ 28:23 – 35:52] Sharon Rodriguez of High Peak AI
[ 35:53 – 41:25] Henry Zelikovsky of Softlab360
[41:26 – 47:54] Christophe Gauthron of Kwanti
[47:55 – 53:46] Christopher Hensley of Houston First Financial Group

Key Themes and Talking Points from Part 3

1. AI Integration as a Strategic Transformation

• AI is moving beyond just improving efficiency to strategically transforming wealth management practices.
• Tools like Microsoft’s AI ecosystem are enabling advisors to shift from instinct-based decisions to data-driven insights by analyzing vast client interaction data.

2. Increasing Importance of Financial Planning Software

• Financial planning software has now overtaken CRM systems in importance among advisors, reflecting a shift from investment management focus to holistic planning.
• Innovations include AI-powered tax data analysis that quickly reveals hidden assets and planning opportunities, enhancing advisor capabilities.

3. Tech-Forward Firms Commanding Premium Valuations

• Firms that integrate advanced technology platforms are seeing higher market valuations, underscoring technology as a key competitive differentiator.
• Consolidation in the industry is driving the development of new technology platforms that enhance scalability and operational efficiency for advisory firms.

4. Data Access and Analytics as Competitive Advantages

• Access to comprehensive, integrated data and the ability to analyze it effectively is becoming key for firms to differentiate themselves.
• Enhanced client data collection through digital tools and AI enables the delivery of personalized advice and improved client engagement.

5. Alternative Investments Moving Mainstream

• Alternative investment platforms are becoming less paperwork-intensive and more accessible to advisors and clients.
• New fintech solutions simplify the process of engaging with alternative assets, making them a larger part of portfolios.

6. Importance of Client Trust and Data Modernization

• Leading fintech executives emphasized the importance of data modernization as foundational to building trust, which is now considered the new currency in advisor-client relationships.
• Proactive investor communication and automation are enhancing client experiences and fostering stronger relationships through the reliable handling of trustworthy and transparent data.