Archives: Agenda

• Leveraging AI to deliver tailored product recommendations and content.
• Hyper-Personalisation in Wealth Management – what’s new?
• Enhancing client loyalty and retention through personalised interactions.

Moderator: Alpesh Doshi, Managing Director, Redcliffe Capital

• Move high-value transactions forward, faster – Eliminate bottlenecks in client service workflows to accelerate onboarding, approvals, and key transactions.
• Scale personalized service without adding overhead – Optimize how relationship managers operate, allowing them to service more clients efficiently while maintaining a high-touch experience.
• Ensure privacy, security, and full regulatory compliance – Maintain confidentiality and meet compliance standards like FINRA, GDPR, and SOC 2 while streamlining service delivery.
• How top banks are maximizing efficiency – Learn how leading organizations like Standard Chartered, Citibank, and Raiffeisen Bank have streamlined workflows to increase transaction velocity and improve client experiences.
• Increase retention and drive business growth – Deliver exceptional service at scale, ensuring clients feel prioritized while maximizing team productivity.

• Helping investors make better financial decisions
• Unlock a greater share of wallet and retention of assets under management through personalisation
• Meeting compliance and regulatory requirements

As AI tools become embedded across wealth management platforms, firms must rethink how advisers, operations teams and analysts interact with systems and data in their day-to-day workflows

• How AI is being integrated into adviser, operations and client servicing workflows
• Where automation and AI copilots are reducing manual processes and improving productivity
• Practical examples of AI driven workflow transformation across wealth platforms
• Lessons from early deployments and what firms should prioritise next

A panel of the industry’s most sought-after solution providers set the scene with 60 second introductions, offerings and insights into their cutting-edge products and services. Visit the booths in the exhibition hall for more details and services.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

Wealth managers face mounting pressure to deliver operational excellence, enhance client experiences, and retain relevance in an evolving marketplace. As firms embrace AI, CRM enhancements, and advanced data strategies, how can they ensure their investments deliver sustainable value rather than costly transformation failures?

• How are firms leveraging AI integration and data insights to enhance efficiency and deliver superior client outcomes.
• The role of digital tools in today’s competitive landscape.
• Overcoming organisational and cultural resistance to digital change.
• Future-proofing your firm’s digital strategy in the era of intergenerational wealth transfer