Backbase at Fearless Investing Summit
Backbase
Rethink the advisor-client relationship.
February 18–20, 2026 | Hyatt Regency, Denver, CO | Booth #304
Join Backbase at the Fearless Investing Summit to explore how AI is empowering advisors, not replacing, and transforming wealth management into a proactive, personalized, and always-on experience.
Why meet with us?
From reactive to proactive: how AI is reshaping the advisor-client relationship
February 19 | 8:15 - 8:45 AM | Level 3, Quartz B
The traditional advisor-client relationship has long been defined by periodic check-ins and reactive problem-solving. AI is fundamentally transforming this dynamic, enabling advisors to anticipate client needs, deliver timely insights, and create more meaningful engagements.
In this session, Jules Bordat explores how intelligent automation is empowering wealth advisors to shift from reactive service models to proactive, personalized relationship management. Discover how leading financial institutions are leveraging AI for their advisors to create more time to focus on building deeper client connections while scaling operational efficiency.
Speaker: Jules Bordat, CFA – Principal Wealth Expert & GTM Lead
Jules Bordat, CFA, is Principal Solutions Engineer at Backbase and global subject matter expert for Wealth & Private Banking. With over eight years of experience at leading fintech and wealth technology partners, Jules specializes in digital transformation strategies for financial institutions. He brings deep expertise in the client lifecycle within wealth management, helping institutions modernize their advisor and client experiences
Let’s connect in Denver
Want to see how your wealth team can serve smarter and scale faster? Book time with us at the event.
Our team will be in touch more information.