The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.

In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.

Doug Fritz is the Co-Founder and Executive Chairman of F2 Strategy, the largest dedicated WealthTech consulting firm in the U.S. He is a leading voice in digital strategy and advisor technology, helping firms modernize their operations and elevate the client experience. Through F2 Strategy’s Outsourced CTO (OCTO) model, Doug and his team support the industry's shift toward scalable, tech-enabled growth.