Archives: Agenda

• An up-to-the minute overview of trends in client demands and expectations from wealth managers.
• Agentic AI and how its working for clients today.
• Crystal ball time – what’s next? How can wealth managers incorporate it into planning for beyond 2026?

Moderator: Joanne Kumire, Lead Banking and Payments Analyst , GlobalData

• Trump 2.0
• Global Geopolitics in response
• Geopolitics supply shock to increase?

• Enhance personalised advice with AI
  Use AI to craft financial plans aligned with client goals, improving engagement and outcomes.
• Achieve consistency in suitability and risk profiling
  Integrate cashflow planning and investment suitability for seamless, duty-compliant advice.
• Optimize advisory efficiency with technology/AI
  Automate routine tasks and focus on high-value interactions to boost client engagement.

• Empowering our customers to achieve success with connectivity, tailored solutions and dedicated support.
• Helping to provide: Multi- currency Bank Accounts, Operational Bank Accounts, Domestic and International Payments

Senior representative, iFAST

• Analysis of top business priorities, where acquiring new customers, retaining existing ones, and providing cost-efficient scalable services lead industry objectives
• Key findings on data management challenges
• Strategic focus on all-in-one advisor desktop platforms
• Latest insights on AI adoption trends

• Discussing the perfect balance between human advisory and chatbots
• How human do we really want our chatbots to sound?
•  Should we put a face to our AI?
•  Can you teach your chatbot empathy?
•  Chatbots and human agents – the perfect team!