Archives: Agenda

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

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

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.

Wealth management is entering a phase where automation is embedded across advice, operations and client engagement. As firms refine their tech stacks and integrate AI into decision making, a more strategic question emerges: how do these choices shape reputation? This fireside conversation examines trust as a leadership responsibility rather than a byproduct of systems. We explore:

• How firms maintain clear accountability when advice is increasingly informed by algorithms
• Whether can scale and automation can coexist with personal ownership,
• Strategies for senior leaders to future proof trust as their operating models evolve

Moderator: Craig Beattie, Principal Analyst, Celent

Wealth management firms are entering a new phase of digital transformation driven by AI, real-time analytics and rising client expectations. Advisors are increasingly supported by intelligent automation, while investors expect personalised insights, instant portfolio visibility and seamless digital experiences. Delivering this requires more than new front-end tools – it demands a fundamental rethink of the data and technology platforms that power wealth businesses.

This session explores how leading firms are evolving their architectures to support real-time intelligence across the advisory lifecycle, from portfolio monitoring and client engagement to product innovation and risk management. We will examine the infrastructure required to support AI-driven advisory models, hyper-personalised client journeys and faster decision making, while navigating regulatory pressures and operational complexity.

Through real-world examples, the discussion will highlight how wealth managers can move from fragmented data environments and delayed reporting toward unified, real-time platforms that enable advisors, investment teams and digital channels to operate with greater speed, insight and confidence.