These 10 women are from Investment Advisor magazine's inaugural top Women in WealthTech list from its 2019 January/February edition.

They answer just one question here: Their view of key technology affecting advisors in the short term.

1. Bella Loykhter Allaire
Executive VP of Technology and Operations
Raymond James

What tech or tech trend are you most bullish on in the short term?
Technologies that make it easier for advisors to do business on the go and to work more efficiently with their clients. Mobile capabilities and client reporting are among the most popular tools used by our advisors.

2. Lisa Burns
Senior VP/Head of Strategic Platform Development
Fidelity Institutional

What tech or tech trend are you most bullish on in the short term?
AI and its application across the entire life cycle of an advisory relationship, from delivering personalization at scale in user experiences to core investing and ongoing oversight.

3. Pamela R. Ellis
Investment and Banking Solutions Technology Executive
Bank of America-Merrill Lynch

What tech or tech trend are you bullish on in the short term?
There are quite a few, but one key area is the increase in digital and online capabilities that has created an opportunity to leverage the technology of conversational commerce and voice-driven cognitive help and search. The capability to sift through the vast and complex store of data and information can be powerful for our advisors and clients alike.

4. Danielle ‘Dani’ Fava
Director of Innovation
TD Ameritrade Institutional

What tech or tech trend are you most bullish on in the short term?
I’m the most bullish on AI in the short term. I think we’re still in the implementation phase of AI, with innovators introducing new use cases. But soon enough, we’ll move to the adoption phase, and I expect we’ll see AI become ubiquitous.

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5. Michelle Feinstein
Director for Technology Client Engagement
BNY Mellon Pershing

What tech or tech trend are you most bullish on in the short term?
Leveraging data as a differentiator and making it actionable. Based on our discussions with clients, we see significant opportunities in this space.

6. Naureen Hassan
Chief Digital Officer
Morgan Stanley Wealth Management

What tech or tech trend are you bullish on in the short term?
I am most bullish on artificial intelligence and machine learning. Early on, we made it a point to invest heavily in AI through an initiative called “Next Best Action,” which enables client engagement at scale.

7. Neesha Hathi
Executive VP and Chief Digital Officer
Charles Schwab

What tech or tech trend are you most bullish on in the short term?
It’s hard to pick just one! I think it’s actually the combination of technologies that will continue to create the biggest impact on advisors and investors. For example, the combination of mobile, machine learning and digital messaging can be a powerful combination for helping advisors to keep clients calm during a volatile market. The maturing cloud and API ecosystem makes integration across platforms simpler and easier.

8. Kirby Horan-Adams
Executive VP of Investor and Investment Solutions
LPL Financial

What tech or tech trend are you most bullish on in the short term?
The increased value of data — not just as information, but as a strategic asset. This has led to a greater appreciation for the collection and storage of accurate data that can be used in conjunction with machine learning to provide added benefits for advisors, institutions, and end-clients.

9. Estee Jimerson
Managing Director/Head of Asset Manager Distribution
Envestnet

What tech or tech trend are you bullish on in the short term?
The distribution and use of model portfolios; technology has allowed asset managers to easily scale and deploy their investment IP across multiple platforms. I see this trend continuing and accelerating in the future.

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10. Clara Shih
Founder and CEO
Hearsay Systems

What tech or tech trend are you bullish on in the short term?
Advisor workflow automation. There is a lot of low-hanging fruit from simply digitizing what are currently highly manual processes, such as advisors spending hours each day playing phone tag and leaving voicemails. We don’t need AI to drive immense productivity gains in the next 24 months.

(Related: Investment Advisor’s Top 16 Women in WealthTech)

There are lots of women in different IT leadership roles throughout the financial services industry. So many in fact, that we had to limit the group highlighted here to those making a significant impact on wealth management at a select number of firms.

These 10 women are from Investment Advisor magazine’s inaugural top Women in WealthTech list from its 2019 January/February edition. They answer just one question here: Their view of key technology affecting advisors in the short term. These women lead tech efforts at indie and national BDs, wirehouse firms, clearing and custodial partners, RIAs, and technology-focused organizations.

See all 16 winners listed in alphabetical order in Investment Advisor’s January/February edition.

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