Archives: Agenda

Join Stephen Rhodes, Solutions Director at SS&C Blue Prism, as he explores how agentic automation is redefining the operating model for today’s wealth management institutions. As client expectations evolve and regulatory pressures intensify, isolated automation initiatives are no longer enough. Wealth firms now require connected, intelligent systems that can drive personalised experiences, operational resilience, and scalable growth.

Stephen will unpack why many wealth managers are still struggling to convert AI investments into measurable ROI, uncovering the governance, trust, and adoption barriers that frequently stall progress. He will also highlight how combining human expertise with autonomous AI agents creates a powerful, compliant-by-design operating model—one that boosts adviser productivity, reduces risk, and enables responsive, signal driven client engagement.

The session provides a practical roadmap for firms looking to modernise their operating model, improve client outcomes, and accelerate enterprise-wide value creation with AI.

Key Takeaways:

• How do you turn AI into ROI and growth
• Operating in a regulatory and sensitive environment with piece of mind
• Scaling without introducing risk or operational friction

• Industrialised personalisation
• Quality at quantity
• The advantages and disadvantages of an end-to-end solution

A look at how leading wealth management firms are moving beyond automation to build 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬 — where data, analytics, and human expertise come together to deliver 𝟑–𝟓𝐱 𝐟𝐚𝐬𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐠𝐫𝐞𝐚𝐭𝐞𝐫 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲, and measurable outcomes

• Tailoring investment products to align with the values and preferences of younger clients.
• Integrating ESG factors and impact investing into core offerings.

This session explores how firms can transform research, data, and market signals into contextual client experiences through visualisation, personalised content and adaptive dialogue. By embedding guidance directly into digital journeys, firms can help clients interpret complexity, build confidence and act. A practical discussion on how delivering AI via intelligent tools, like Stories and Dialogues, are reshaping the future of adviser and client experience in wealth management.