David Itzkovits is the co-founder of Optimal AdvisorAI, the AI Learning Partner for financial services firms and a world-renowned keynote speaker. With over two decades of experience within the industry, he shares his insight through simplifying the complexity of AI for firms and financial professionals.
David's firm has trained thousands of advisors and financial professionals across Fortune 500 companies, major custodians, broker-dealers, asset managers, and global investment banks. Optimal AdvisorAI helps teams simplify AI and adopt it effectively, delivering training built by financial professionals for financial professionals. With over 3,000 hours and 10,000+ prompts tested in real-world financial use cases, David has learned how to get better answers from AI: answers that are clear, useful, and relevant to how financial professionals work.
Before launching Optimal AdvisorAI, he led high-performing business development teams as a CEO, selling directly to institutions and financial advisors. He also managed more than $635 million in client assets as a private banker, giving him a firsthand understanding of how advisors think, operate, and serve clients.
David brings 25 years of experience in financial services and has held senior roles at top-tier institutions. He was also a founding member of a fintech startup that was later acquired by a $50 billion global investment firm. He is a globally recognised speaker on AI in financial services, a CFA Charterholder, and holds a Bachelor of Science from McGill University and an MBA from the Ivey Business School at Western University.
David Itzkovits' official speaking topics are listed below:
- How to Use AI to Increase Efficiency & Drive Growth
- Real Techniques Advisors are Using Today to Save Hours Each Week Without Adding Risk of Complexity
- What's Possible With AI in Financial Services
- New Productivity & Personalisation Techniques, & Client Service Through Proven Use Cases
- Saving Time & Enhancing Connection
- AI Strategies that Help Advisors Serve More Clients & Deepen Relationships with Precision
Official Feedback from In-Person & Virtual Events
"As the chairman of an Association Board consisting of 15 exceptionally busy executives from investment, technology, consulting, and legal firms, I wanted to thank my board for their dedication. At our annual Board strategy session, I invited Optimal AdvisorAI to educate us on how best to leverage AI. My goal was to give our Board the "gift of time" to enrich their personal and professional lives. The training exceeded our expectations! They revealed how AI could propel us forward not only individually but also in advancing our association's mission, deliverables, and the industries we serve. Optimal AdvisorAI is empowering the next generation of leaders, enabling them to concentrate on critical thinking and problem-solving with AI solutions to answer the most important questions quickly and efficiently. Well done Optimal AdvisorAI!" - Serge, Chairman of the Board
"Like many others, we are unsure of what AI could bring to our practice. After some research, I contacted Optimal AdvisorAI and participated in several webinars and phone conversations. It became readily apparent that the Optimal team had spent the time understanding the power of AI and what it could bring to our business. We have begun particularly in communicating with our clients. We paid for our investment in the course in less than one week. Our opinion is that if you do not investigate and implement AI into your practice, then you will fall behind. We are thrilled to work with the Optimal AdvisorAI team and look forward to continuing partnership." - Charles, President / CEO, Financial Advisor
"I wasn't sure how AI could help me, but this course opened my eyes. It's easy to follow and implement, even for someone like me who isn't very tech-savvy. I've saved so much time already!" - Dave, Financial Services Professional
"I didn't know where to start with AI. Everything I read told me to learn it for my business and my career. But it was so overwhelming, and I didn't feel I had the time. Then I started working with Optimal AdvisorAI. Suddenly, I was doing work in a fraction of the time. Using ChatGPT and other AI tools jump started the work I was doing in developing new business. I used it to get appointments, create presentations and craft email responses that popped! I'm a fan of the Optimal Team." - Tom, Global Media Executive
"Before the Optimal Advisor AI training, I did not use AI at all. After the course I immediately signed up for a paid team version of ChatGPT and began using it with our entire team. Since the training and implementation of the tool it has saved myself and my team time, energy, and helped make us more efficient. Having Optimal Advisor guide me through how to implement this new technology into your daily routine and practice is invaluable. Without the training, I doubt I or my team would be using any of the technology. We have a short window for this to give us a competitive advantage." - Preston, Owner/RIA
"To assess the relevance of AI for saving time on daily tasks, we invited Optimal AdvisorAI to present to one of our association’s committees. The presentation featured detailed, tailored examples, highly relevant to our association and its members. The feedback was overwhelmingly positive, prompting us to organise a session for our Board of Directors on effectively leveraging AI in their day-to-day roles. As expected, our board members were highly impressed and found the session incredibly beneficial. We highly recommend Optimal AdvisorAI." - Jonathan, President
"As an experienced investment professional with over 30 years in the fixed income sector, I recently participated in an introductory AI course offered by Optimal Advisor AI for members of the financial community. The session was exceptionally well-organized and presented, providing a comprehensive overview that was both informative and professional. I found the content easy to understand, despite my limited background in AI. The presenters utilized a slide presentation that was clear and concise, adding significant credibility to the content. The slides were thoughtfully designed to illustrate concepts in a straightforward manner. The practical use examples shared during the session were highly relevant to our day-to-day operations as investment professionals. These examples not only demonstrated the potential of AI to enhance decisionmaking processes but also highlighted how AI can be integrated into existing workflows to improve efficiency and outcomes for clients." - David, Fixed Income Professional
- 2024 - Co-founded Optimal AdvisorAI
- 2021 - Strategic Advisor at Annise
- 2017 - CEO of Sanlam Global Investment Solutions
- 2015 - President of Global Financial Marketing Group
- 2012 - Head of Investments at Sanlam Global Investments Solutions
- 2009 - Senior Vice President of Sales at P2International Ltd
- 2008 - Regional Director of Sales at Old Mutual Limited
- 2005 - Vice President of Sales at HSBC Private Bank International
- 2004 - Financial Analyst at CIBC
How to hire David Itzkovits
Contact the Champions Speakers Agency to provisionally enquire about hiring David Itzkovits for your next event, today. To get in touch, simply call an official booking agent on 0207 1010 553 or email us at [email protected] for more information.
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