- Discussing the perfect balance between human advisory and chatbots
- How human do we really want our chatbots to sound?
- Should we put a face to our AI?
- Can you teach your chatbot empathy?
- Chatbots and human agents – the perfect team!
Archives: Agenda
Chair’s Final Remarks
Close of conference – see you next year!
ACTION 4: Knights In Shining AI Armour
Panel Discussion: The Art Of Sustainable Wealth Management
- Educating clients and helping to drive ESG and provide customer understanding
- How has SFDR and SDR directed sustainability experts in advising wealth products and services?
- How do we label green assets and how can we decipher what investment is sustainable?
- Expanding the future of wealth with cleaner strategies and plans
Chair’s Closing Remarks
Afternoon Refreshments and Networking
Streamlining Your Operations With One Tool
- Managing your cycle, tack and
- communication with clients easier Connecting projects and marketing activities with CRM systems
- Growing your financial analysis
Panel discussion: Protecting against reputational risks presented by rogue AI
As AI agents take on more complex and autonomous roles, reputational risk is becoming a critical concern for wealth managers and their boards.
- Examine how trust and accountability can be maintained as decision making becomes harder to explain and increasingly distributed across internal teams and external providers.
- Practical approaches to explainability, oversight and control where AI systems influence client outcomes, investment decisions and compliance activity.
- Explore how to outsource with confidence, unpacking the AI ecosystem and how wealth managers can maintain visibility across third and fourth parties while keeping governance, auditability and responsibility clearly defined.
Moderator: Alpesh Doshi, Managing partner, Redcliffe Capital (TBC)