Join Stephen Rhodes, Solutions Director at SS&C Blue Prism, as he explores how agentic automation is redefining the operating model for todayβs wealth management institutions. As client expectations evolve and regulatory pressures intensify, isolated automation initiatives are no longer enough. Wealth firms now require connected, intelligent systems that can drive personalised experiences, operational resilience, and scalable growth.
Stephen will unpack why many wealth managers are still struggling to convert AI investments into measurable ROI, uncovering the governance, trust, and adoption barriers that frequently stall progress. He will also highlight how combining human expertise with autonomous AI agents creates a powerful, compliant-by-design operating modelβone that boosts adviser productivity, reduces risk, and enables responsive, signal driven client engagement.
The session provides a practical roadmap for firms looking to modernise their operating model, improve client outcomes, and accelerate enterprise-wide value creation with AI.
Key Takeaways:
- How do you turn AI into ROI and growth
- Operating in a regulatory and sensitive environment with piece of mind
- Scaling without introducing risk or operational friction
Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.
Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It’s a great opportunity to network and stay informed about the industry’s evolving landscape.
Challenge 1: Enhancing client reporting and communications
Challenge 2: How do traditional advice companies deal with cannibalization?
Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth
Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points
Laptop and projector (if available) to display digital content or resources as needed
Rajeeshwaran Moorthy, Global TEDx Speaker and Educator
Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?
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