David Itzkovits

David Itzkovits is the co-founder of Optimal AdvisorAI, the AI Learning Partner for financial services firms. He helps organizations simplify AI and apply it in ways that increase efficiency, improve decision-making, and drive growth.

Through AI workforce training, speaking engagements, and AI consulting, David has worked with more than 20,000 financial professionals across Fortune 500 companies, major custodians, broker-dealers, asset managers, and global investment banks. His focus is clear: help organizations integrate AI into the way they think, operate, and compete.

With over 10,000 hours and more than 40,000 prompts tested in real-world use cases, David and his team understand how to apply AI to the specific challenges financial professionals face every day.

He brings 25 years of leadership experience in financial services, including managing over $635 million in client assets, serving as CEO of a division of a publicly traded company, and helping build a startup later acquired by a $50 billion global investment firm.

A CFA Charterholder, David speaks globally on AI adoption and the future of work in a world of AI. He helps leaders understand not just what AI can do, but how to build teams that use AI with confidence and consistency.

Categories: AI Artificial Intelligence, Economics and Finance

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What’s Possible with AI: How to use AI to increase efficiency & drive growth

The presentation opens with a clear picture of how AI is already transforming the day-to-day workflows of financial advisors, and how much time is being left on the table. This interactive session shows how financial professionals are using AI today, to save hours each week, communicate more effectively with clients, and build a more efficient and compliant practice. From drafting personalized emails and summarizing research reports, to preparing for client meetings and crafting LinkedIn posts. Attendees leave with immediate, actionable AI techniques tailored specifically to the financial advisory workflow. This is not a theoretical session. It is a hands-on look at what is possible today.

How to Grow Your Practice Using AI: Find new clients, deepen relationships, and improve critical thinking

The presentation opens with a glimpse into how top advisory practices will operate in the near future, highlighting capabilities that redefine what’s possible in business development and client service. Then we shift to what can be implemented TODAY. Through live demonstrations across three key growth areas, attendees see how AI is already being used by advisors to find new clients, deepen relationships, and improve strategic decision-making. The session closes by explaining what AI agents are, where the technology stands today, and how emerging agents will accelerate practice growth, giving advisors who build AI fluency now a meaningful head start.

The Future of Wealth Management in a World of AI: What's changing and how to adapt

The presentation opens with a glimpse into how top advisory practices will operate in the very near future, capabilities that fundamentally change what’s possible in both business development and client service. Then we address the reality: AI will handle 60–70% of current advisory tasks within 5–7 years, and the economics of serving a significant portion of today’s client base are shifting dramatically. The question becomes: what about everything AI can’t do? That’s where the real value lies, and where forward-thinking advisors are already repositioning their practices. This presentation is about understanding how the industry evolves, recognizing what’s ahead, and positioning your practice for where wealth management is heading, and it concludes with two critical questions each advisor needs to ask in navigating this changing environment.

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