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!

Key Themes and Takeaways from Part 1

1) AI is becoming a practical part of advisor workflows: Advisors are moving beyond experimentation and starting to use AI as a real tool for day-to-day support and efficiency.

2) CRM remains the foundation of strong client relationships: A modern CRM helps advisors organize relationship data, surface insights, and stay focused on delivering better advice. In the 2026 T3 / Inside Information Software Survey, CRM was ranked as advisors’ most valuable software.

3) Clean, connected data is essential for AI to be effective: AI tools are only as strong as the data behind them, making integration and data quality critical.

4) Human oversight still matters in an AI-driven world: Even as AI becomes more advanced, advisors need visibility, control, and judgment over how outputs are used.

5) Curiosity drives better technology adoption: Advisors and firms that stay curious about new tools and trends are better positioned to adapt and grow.