T3's AI University: Agents, Prospecting And Transformation

Experts Teach About Building AI Agents, Digital Prospecting And Avoiding Common Pitfalls

Published on Mar. 10, 2026

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Technology Tools for Today (T3) held its annual T3 Technology Conference in New Orleans, with the first day focused on 'AI University' - a series of workshops and learning sessions about AI. Experts discussed how advisors can create custom AI agents to automate workflows, leverage AI for prospecting, and manage common AI challenges like bias and hallucinations.

Why it matters

As AI continues to advance, wealth management firms are exploring ways to leverage the technology to improve efficiency, personalization and client service. The sessions at T3's AI University provided insights into the current state of AI in the industry and highlighted both the opportunities and risks that advisors need to navigate.

The details

At the 'AI University' event, several experts shared their perspectives: Craig Iskowitz, CEO of Ezra Group, demonstrated how advisors can build their own custom AI agents using standard language model interfaces, integrating them with tools like CRM and financial planning software. He noted that advisors will need to be prepared to debug these agents on an ongoing basis. Victoria Toli, President of FINNY AI, discussed how AI can be leveraged for prospecting, using a multi-step process to detect signals, identify prospects, score them, and automate outreach. However, she also highlighted limitations around personalization and the potential for AI hallucinations. John O'Connell, Founder and CEO of The Oasis Group, explored various use cases for AI in wealth management, from text-to-speech to virtual advisory boards. He emphasized the importance of prompting, data quality, and having a 'human in the loop' to manage AI-related risks.

  • The T3 Technology Conference took place from March 9-12, 2026 in New Orleans.
  • The 'AI University' event was held on March 9, 2026, the first day of the conference.

The players

Craig Iskowitz

CEO and Founder of Ezra Group, a consulting firm that helps wealth management firms leverage technology.

Victoria Toli

President of FINNY AI, a company that provides AI-powered prospecting and growth solutions for financial advisors.

John O'Connell

Founder and CEO of The Oasis Group, a consulting firm focused on helping wealth management firms adopt and implement new technologies.

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What they’re saying

“Whatever it can do, we have to do more.”

— Craig Iskowitz, CEO and Founder, Ezra Group (Wealth Solutions Report)

“Prompting matters significantly.”

— John O'Connell, Founder & CEO, The Oasis Group (Wealth Solutions Report)

What’s next

The T3 Technology Conference will continue for the next three days, with additional sessions and workshops focused on the latest trends and technologies impacting the wealth management industry.

The takeaway

As AI continues to evolve, wealth management firms must proactively explore ways to leverage the technology to improve efficiency, personalization, and client service, while also being mindful of the potential risks and challenges, such as bias, hallucinations, and the need for ongoing human oversight.