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Envestnet Elevate 2026: Conor Grennan to Deliver Keynote on AI's Role in Wealth Management

Envestnet Elevate 2026 is gearing up to spotlight the intersection of artificial intelligence (AI) and wealth management for financial advisors, showcasing pivotal insights from industry leaders. Scheduled for May 19-20 at the Phoenix Convention Center, this year's conference will feature Conor Grennan, the CEO and Founder of AI Mindset, as one of the primary keynote speakers.

As a pioneering force in AI consulting, Grennan will present his session titled "From Hype to Habit – Making AI Work Where it Matters Most" on May 20 at 9:30 AM. His expertise lies in training organizations on integrating generative AI effectively within their operational models, ensuring that the technology not only simplifies processes but also enhances client relationships.

According to financial research expert Michael Rose from Cerulli Associates, AI is set to redefine the efficiency landscape for advisors, particularly in operational tasks. The early adopters of AI technologies have already reported significant improvements in their practices, leading to a better overall client experience. For example, many advisors are implementing AI-powered note-taking solutions to promptly follow up with clients, echoing that the technology also contributes to an enhanced service standard.

Chris Todd, CEO of Envestnet, emphasized the transformational potential of AI for advisors: "Generative AI holds tremendous promise to amplify advisor effectiveness, streamline operations, and enhance the value of advice." The Elevate conference aims to showcase practical applications for AI-driven wealth technology, allowing advisors to work with greater clarity and speed while maintaining a focus on delivering personalized, impactful advice to clients.

Grennan's insights will be particularly relevant in today's evolving financial landscape, where advisors face the challenge of adapting their practices to meet the unique needs of each client. By fostering deeper relationships through AI, advisors can better support their clients' financial goals and build trust.

The Elevate 2026 agenda is packed with valuable sessions, featuring over 60 hours of hands-on training across a variety of topics essential to the financial services industry. Among the highlights are six thought-provoking panel discussions and more than 40 breakout sessions aligned with best practices and industry trends. Advisors will earn Continuing Education credits while engaging in extensive peer networking opportunities, equipping them to transform their practices effectively.

Alongside Grennan, Hall of Fame football coach Nick Saban is set to deliver a motivational session entitled "The Advisor's Standard: Leadership, Discipline, and Building a Practice That Wins" later in the day. Saban will share actionable strategies drawn from his successful coaching career, emphasizing the importance of developing resilient and growth-oriented practices.

As financial advisors increasingly seek innovative ways to enhance client interaction and streamline their operations, Envestnet Elevate 2026 serves as a critical platform for driving forward-thinking insights. From AI's operational efficiencies to leadership principles that encourage growth, attendees can access actionable tools to navigate a complex financial landscape.

To ensure free access to this pivotal conference, interested parties are encouraged to register in advance. For more details on the agenda and session speakers, visit the official Envestnet event page.

About Envestnet: Envestnet stands at the forefront of Adaptive WealthTech, empowering advisors with comprehensive technology and insights to optimize their clients' financial journeys. With over 25 years of experience and managing $7.0 trillion in assets, Envestnet collaborates with a broad spectrum of financial entities, making it a trusted partner for more than a third of financial advisors nationwide.