At Carter Financial Management, we believe one of the best ways to grow is by staying curious, engaged, and open to learning from the broader financial services industry. This summer, our intern Cinthya Proye had the opportunity to attend the BNY INSITE 2026 conference in Aurora, Colorado, held June 1–4.
BNY INSITE brings together advisors, wealth management firms, industry professionals, and students for discussions on the trends shaping the future of financial services. This year’s conference focused heavily on artificial intelligence, investment innovation, client segmentation, digital assets, and the evolving future of wealth management.
For Cinthya, the experience offered much more than classroom-style learning. In addition to competing in a student Jeopardy-style competition and networking with professionals across the industry, she attended sessions covering client segmentation, innovation strategies, artificial intelligence, and the potential market and business implications of the upcoming midterm election cycle.
One of her biggest takeaways centered on the importance of data-driven client segmentation. By better understanding client behaviors, assets, life events, and engagement patterns, firms can create more personalized client experiences while improving retention and growth. The concept reinforced how thoughtful service models can help firms avoid both under-serving and over-serving clients.
Cinthya also noted the growing importance of innovation in financial services. A recurring theme from the conference was that innovation is no longer optional; it is essential for continued business success. Sessions emphasized the increasing demand for holistic planning, the need to understand and implement technology effectively, and the growing role of alternative and digital assets, including tokenization, cryptocurrency, blockchain, and infrastructure.
Artificial intelligence was another major focus. Rather than viewing AI as something to fear, conference speakers presented it as a tool to enhance productivity, support decision-making, and help firms scale more efficiently. At the same time, they emphasized the need for strong governance, compliance, and risk management frameworks as AI becomes more embedded in the industry.
Cinthya was especially interested in the connection between digital assets, blockchain infrastructure, and AI. She learned how firms such as BNY and BlackRock are exploring tokenization and digital asset capabilities, not merely as speculative tools, but as potential infrastructure for faster settlements, greater transparency, stronger data sharing, and even the possibility of 24/7 market operations.
Her reflection connected these themes back to the future of wealth management: as assets become increasingly digital and transactions generate richer data, AI may play a larger role in areas such as risk monitoring, compliance, portfolio insights, and operational automation.
We are excited to see Cinthya take advantage of opportunities like this and bring fresh perspective back to our team. Watching our summer interns learn, grow, and engage with the future of the profession is rewarding — and we benefit from their curiosity and insight as well.
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