Archives: Agenda

• Should younger clients look at
• philanthropy as a way to become sustainable?
• How should banks be personalising and marketing sustainable offerings for the younger clients?
• Empowering and growing a green mindset to create a better societal impact

• Learn how AI agents perform complex tasks helping increase loyalty and retention

• Discover how AI helps consolidate data to enable a seamless, personalised, omnichannel experience

• Streamline KYC and onboarding: Leveraging AI to automate time processes, reduce paperwork, and accelerate client onboarding

• Orchestrating AI ecosystems: Getting started with AI and agents to build trust and quality of client interactions

Breakfast Briefing

Wealth management firms are under growing pressure to modernise skills while continuing to serve clients at pace. This session explores whether the future lies in retraining existing teams, hiring new profiles, or a blend of both.

• How roles are changing across advisory, operations, technology and compliance, and which capabilities can realistically be developed in house
• Identifying transferable skills, designing effective upskilling programmes, and knowing when external expertise is essential
• Gain practical insight into building resilient teams that can adapt to digital transformation, regulatory change and evolving client expectations

Moderator: Aadil Bundeally Transformation Director, Risk Advisor, Lloyds (Former)