Archives: Agenda

• Focusing on augmenting strategies and performance results
• Exploring techniques to modify decisions and capabilities made from GenAI and machine learning to enhance task efficiency and performance
• Current challenges and trends in using machine learning in wealth management

This session explores how firms can transform research, data, and market signals into contextual client experiences through visualisation, personalised content and adaptive dialogue. By embedding guidance directly into digital journeys, firms can help clients interpret complexity, build confidence and act. A practical discussion on how delivering AI via intelligent tools, like Stories and Dialogues, are reshaping the future of adviser and client experience in wealth management.

• Strengthening approaches to Millenials and Gen Z demographic
• Upscaling your UI to create smoother registration
• How successful have banks been in curating bespoke onboarding language?

Wealth management is entering a phase where automation is embedded across advice, operations and client engagement. As firms refine their tech stacks and integrate AI into decision making, a more strategic question emerges: how do these choices shape reputation? This fireside conversation examines trust as a leadership responsibility rather than a byproduct of systems. We explore:

• How firms maintain clear accountability when advice is increasingly informed by algorithms
• Whether can scale and automation can coexist with personal ownership,
• Strategies for senior leaders to future proof trust as their operating models evolve

Moderator: Craig Beattie, Principal Analyst, Celent

• Streamlining advisor activity creating more time for clients
• Workflows that support productivity and compliance
• Connecting systems together for better client and firm collaboration

Wealth management firms are entering a new phase of digital transformation driven by AI, real-time analytics and rising client expectations. Advisors are increasingly supported by intelligent automation, while investors expect personalised insights, instant portfolio visibility and seamless digital experiences. Delivering this requires more than new front-end tools – it demands a fundamental rethink of the data and technology platforms that power wealth businesses.

This session explores how leading firms are evolving their architectures to support real-time intelligence across the advisory lifecycle, from portfolio monitoring and client engagement to product innovation and risk management. We will examine the infrastructure required to support AI-driven advisory models, hyper-personalised client journeys and faster decision making, while navigating regulatory pressures and operational complexity.

Through real-world examples, the discussion will highlight how wealth managers can move from fragmented data environments and delayed reporting toward unified, real-time platforms that enable advisors, investment teams and digital channels to operate with greater speed, insight and confidence.