Transformative AI,
Built for Wealth Advisors
Transformative AI, Built for Wealth Advisors
Hosted by
Fernando San
Martin Jorquera
& Drew Varady
Date and time
Thursday, October 2nd, 2025
9 AM PDT
Join us for a 25-minute live conversation with Fernando San Martin Jorquera, Senior Product Manager, and Drew Varady, Product Marketing Manager, as we explore how Hazel helps advisors deliver personalized AI at scale — with security and compliance in mind.
We’ll take a deep dive into how these strategies intersect, the evolving landscape of personalized AI platforms, and Hazel’s latest feature rollouts designed to help you deliver smarter, outcomes for every client.
Stick around for a live Q&A with Fernando where we’ll answer your top questions and preview what’s coming next. Can’t make it live? No worries — register and we’ll send the recording your way after the event.
Watch the replay
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Speakers
Fernando San Martin Jorquera
Senior Product Manager
Drew Varady
Product Marketer