Archives: Agenda

• Educating clients and helping to drive ESG and provide customer understanding
• How has SFDR and SDR directed sustainability experts in advising wealth products and services?
• How do we label green assets and how can we decipher what investment is sustainable?
• Expanding the future of wealth with cleaner strategies and plans

• Managing your cycle, tack and
• communication with clients easier Connecting projects and marketing activities with CRM systems
• Growing your financial analysis

As AI agents take on more complex and autonomous roles, reputational risk is becoming a critical concern for wealth managers and their boards.

• Examine how trust and accountability can be maintained as decision making becomes harder to explain and increasingly distributed across internal teams and external providers.
• Practical approaches to explainability, oversight and control where AI systems influence client outcomes, investment decisions and compliance activity.
• Explore how to outsource with confidence, unpacking the AI ecosystem and how wealth managers can maintain visibility across third and fourth parties while keeping governance, auditability and responsibility clearly defined.

Moderator: Alpesh Doshi, Managing partner, Redcliffe Capital (TBC)

• Exploring what measures have been places to protect customers and wealth managers from fraud?
• Safeguarding sensitive financial data from nasty attacks
• Resilience and staff training to protect your business

Financial institutions are identifying a growing number of AI opportunities across operations and client servicing, but turning pilots into scalable, enterprise level impact remains a major challenge.

• Prioritise AI initiatives across quick operational gains and longer-term transformation programme
• Examine practical lessons from AI driven document processing and automated client reporting
• Manage governance, legal and quality control risks as AI moves into client facing environments
• Set realistic expectations for near term efficiency gains versus longer term strategic value