Exclusive Roundtable NYC: MarTech ROI and AI in Asset & Wealth Management

Invitation-Only NYC Roundtable for Asset and Wealth Management Leaders

Due to overwhelming interest, this event is at capacity and we are no longer accepting RSVP’s.  Thank you for your excitement over this dynamic event!

Driving MarTech ROI and AI Impact

On October 1, Bluprintx and the SME Forum will host an invitation-only roundtable lunch at New York City for senior leaders in marketing, client experience, operations, and technology from asset management and wealth management. You will take part in an afternoon of high-value discussion and unhurried networking with peers who share similar challenges and ambitions.

Venue  
The Tusk Bar, The Evelyn Hotel, 7 E 27th Street, New York, NY 10016

On October 1 in New York City, the SME Forum and Bluprintx are co-hosting an invitation-only roundtable lunch for senior leaders in marketing, client experience, operations, and technology.

This program will feature open peer-led discussions on:

• Maximizing MarTech ROI – Addressing underused platforms, consolidation trends, and proven strategies to drive adoption and measurable results.

• AI and Compliance in Content Operations – Exploring how AI is being applied across both creative and regulated workflows, from campaigns to fund documents, and how to maintain governance at scale.

The afternoon includes a hosted networking lunch and a relaxed happy hour, designed for meaningful conversations with your peers.