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Harnessing Disruptive Tech: How A.I. and Machine Learning Can Energize Financial Advisory


This is a virtual event, accessible over the phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Edward Jones.

It may seem like something from a sci-fi movie, but artificial intelligence and blockchain technology are increasingly becoming a significant part of financial services.

Technologies, such as machine learning algorithms and the big data that feeds AI, can help streamline efficiencies for financial advisors, allowing for them to instantly spot trends and spend more time engaging one-on-one with clients to best serve their needs.

And blockchain technology – a decentralized ledger that allows a record of ownership of digital assets to be available openly – can be used to support advisors through backend processes, ultimately building value for clients.

Join us for this 60-minute program, where our panelists will discuss:

  • What financial advisors should understand about machine learning and data management algorithms to spot trends and efficiently customize client investment strategies
  • Blockchain technology’s potential to reduce costs and simplify backend processes, creating value for clients

Navigating the regulatory uncertainties surrounding new and disruptive technologies

Educational Objectives (3-5):

  •  How AI technologies can be used to enhance advisors’ abilities to focus on individual investors’ goals and strategies
  • The role of big data to determine client risk profiles and predicting client behavior
  • What blockchain technology is and its future role in financial services

What the regulatory concerns are related to privacy, cybersecurity, and accountability for financial institutions


Jennifer Keegan
  • Data Management & Analytics Director
  • Edward Jones

Jennifer Keegan, Data Management & Analytics Director, joined Edward Jones in June 2017. She brings more than 20 years of advanced analytics and data management experience, spending the past 15 years in the financial services industry.  She attended the University of Nebraska – Lincoln, earning her bachelor's, master's and doctorate degrees in Cognitive Psychology/Industrial Engineering & Quantitative Analytics. She also earned Data Science and Internet of Things Certifications from MIT. Prior to Edward Jones, Jennifer held executive vice president roles at Santander in Boston and Barclaycard in Philadelphia. 

Kevin Petrasic
  • Partner
  • White & Case

Kevin Petrasic is a banking partner in the Washington, D.C. office of White & Case LLP, and head of the firm's Global Financial Institutions Advisory practice. He has extensive experience with bank regulatory, transactional, bank insolvency, compliance, supervisory, enforcement, legislative, and policy issues and matters. He advises domestic and international financial services firms, including commercial banks, investment banks, private equity and hedge funds, investment managers and advisers, retail securities firms, insurance companies and payment services firms on a wide array of issues under federal and state banking laws. His practice includes matters involving cybersecurity, virtual currencies and online banking, payment networks and advising on the regulatory risks arising from the development of innovative uses of financial technology (fintech) and related issues.