Archives: Agenda

• To what degree can you use client data for products and services?
• What’s too much?
• Building fruitful relationships with clients to strengthen trust
• Critical data purity to allow clear communication and engagement
• The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
• Using customer data in training and testing models vs synthetic data

• How will the estimated $100+ trillion wealth transfer reshape client expectations, particularly for women, and the talent profile wealth managers need?
• How can wealth managers address financial literacy gaps and empower women to engage confidently with wealth advice?
• What opportunities and risks do AI and digital integration present in wealth management?
• How are model portfolio solutions meeting mass affluent client needs while preserving tailored advice?
• How are the M&A trends in the wealth management sector helping to meet the evolving needs of clients?

Moderator: Phoebe Hodgson, Banking and Payments Associate Analyst, GlobalData

• Learn from tech’s pivot playbook: how past disruptions foreshadow today’s API-driven revolution
• Crush silos, build ecosystems: turn integration headaches into competitive moats with strategic API architecture
• Cash the automation dividend: real-world tactics to boost margins through API synergy
• You can’t open the AI lock without an API key: the role of APIs as the ultimate tool for releasing AI’s benefits
• Avoid the “legacy trap”: why clinging to outdated systems could see you miss out on as much as 40% efficiency savings

We examine the macro, geopolitical and technological themes redefining investment strategy, operating models and client expectations across wealth management.

• How geopolitical instability and macro volatility are reshaping asset allocation and diversification strategies
• Why capital preservation, resilience and downside protection are rising priorities for high-net-worth investors
• How wealth managers are adapting investment models and advice frameworks in response to regulatory and market shifts
• Where artificial intelligence is delivering real impact across portfolio construction, adviser productivity and client engagement

How prepared is the industry for the $10 trillion generational shift?

What role do AI, digital maturity and advisor enablement play in capturing this opportunity?

Drawing on Seismic’s latest Pulse Report, this session explores readiness gaps, transformation barriers and the practical priorities shaping the future of wealth management.