Archives: Agenda

• Innovative KYA (Know Your Asset) platform and how does it work
• AI algorithms specialized for the leasing domain
• How to save on risk provisions with KYA Risk
• How to produce accurate sustainability reporting with KYA ESG

By Invitation Only

Implementing AI at scale, bringing projects from pilot to production, takes time – and it’s expensive. Instead of a scatter gun approach, in which the widest range of possible use cases are pursued, leading wealth managers are prioritising a smaller set of proven, high impact use cases. This closed door, Chatham House roundtable, facilitated by Stephen Walker, Lead Analyst, Global Data, will map out what these key uses are and why they promise greater ROI, based on the latest executive survey and case study insight from GlobalData. We bring together a select group of senior wealth management and private banking leaders for a candid peer discussion on what is actually working in practice. You’ll hear honest perspectives on why so many AI initiatives stall, how leading firms are narrowing their focus, and where investment is delivering tangible returns today.

Discussion themes

• Where AI experimentation is most advanced across the wealth management value chain
• Why pilots fail to reach production and the organisational, data, and governance barriers behind that
• Which use cases are delivering credible ROI, and how firms are measuring value over time

The “One, Big Beautiful Bill” introduces statutory changes that affect healthcare coverage and funding, with implications for patient access and participation in clinical research.

This session examines:

• Key provisions of the law from Medicaid and Tax reform to Orphan Drug Exclusion expansion
• Projected and potential impacts on patients and patient access, community based care settings, and equitable trial enrollment
• Practical perspectives on adapting to policy driven change and maintaining clinical research infrastructure

A candid panel sharing real success stories – exploring the decisions, partnerships, and approaches that helped biotech leaders overcome challenges and successfully progress their programmes. 

• Starting Strong: What it really takes to initiate a study and avoid early-stage delays
• Building & Backing the Right Team: How to structure, scale, and support clinical operations for growth
• Making the Right Partnerships: Which vendors to work with, how to select them, and how to get the most value
• Staying in the Game: How leaders navigated challenges, maintained momentum, and kept programmes on track
• Operational Excellence that Delivers: Why data quality, oversight, and inspection readiness underpin success

• Overview of how companies are accommodating increasingly customized clinical trial design and execution
• Discussion of approaches most resonating with panel member companies
• Review of implementation challenges and how they have been overcome
• Discussion of downstream opportunities being pursued

• Implementing ICH E6(R3) expectations
• Defining effective oversight and KPIs
• Strengthening sponsor – lab partnerships
• Managing compliance and quality risks
• Lessons learned and future priorities