Archives: Agenda

From hype to habit: How AI + governed data redefine advisor productivity

AI on its own doesn’t transform advice—clean, connected data does. In this session, Boris Rankov, Head of AI Product at InvestCloud, will explore how pairing agentic AI with a governed wealth data foundation can finally unlock meaningful advisor efficiency: fewer manual tasks, more proactive client coverage, and better decisions at scale.

The Personalisation Paradox: Why wealth management wants personalisation but delivers standardisation

Hyper-personalisation is already a strategic priority for most wealth managers. The barrier isn’t ambition or data; it’s the operational layer sitting between advisor intent and client experience. Every personalised touchpoint depends on a workflow: onboarding, review triggers, threshold alerts, life event responses. When those workflows are batch-driven or generic, personalisation fails silently, and clients notice. When those workflows are manual interactions can be truly personal but fail to scale. This session explores how wealth management can close the gap between personalisation strategy and delivery reality

Managing the impact of digital platforms on wealth servicing models and product offerings

As wealth platforms reshape how clients interact with their advisers and providers, firms constrained by fragmented systems, disconnected data, and legacy servicing models, must adopt integrated, front-to-back platforms to enable automation, personalization, scalability and remain relevant in a more digital, data-driven environment. Join us to:

  • Understand the shift in client expectations in the context of integrated digital wealth services
  • Explore how to leverage digital interactions for more accurate client profiling
  • Uncover how to build dynamic wealth servicing models based on insights from wealth management platforms