Dave Lieberman, Principal Director of Product Management for Envestnet, joined Julie Cooling, Founder and CEO of RIA Channel, at Envestnet Elevate 2026 to discuss the firm’s AI strategy and how it is enhancing advisor workflows.
Lieberman highlights that Envestnet’s AI strategy is built around three pillars: harmonizing data, personalization, and orchestration. He notes that the firm is first focused on creating a strong data foundation across the Envestnet ecosystem before accelerating the delivery of personalized insights and, ultimately, enabling seamless workflow execution. He believes workflow orchestration is critical to help advisors move from reactive decision-making to more proactive client engagement.
Lieberman emphasizes that Envestnet is taking a thoughtful approach to AI deployment by prioritizing the delivery of relevant insights within advisors’ existing workflow rather than overwhelming users with unnecessary information. He explains that AI-powered recommendations are designed to surface next-best actions and help advisors focus on the clients and opportunities that matter most. Beyond advisors, Lieberman notes that Envestnet’s strategic asset management partners can leverage data-driven insights to better inform distribution strategies and engage advisors through a more targeted approach than traditional broad-based marketing.
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