Archives: Agenda

• Focusing on milestone-based planning
• Sophisticated offerings and services to close the advice gap and succession planning
• Integrating latest wealth technologies to simplify accessibility
• Utilising client behaviour analytics to curate and advertise financial advice and planning
• Prioritising wealth transfer for next generations

As we enter the era of AI-augmented, human-guided transformations, how can wealth management companies modernize operations and prepare for emerging solutions? This presentation looks at the most critical integration issues and presents proven strategies. Spoiler: the hardest part of AI integrations isn’t the AI.

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

Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

Join Stephen Rhodes, Solutions Director at SS&C Blue Prism, as he explores how agentic automation is redefining the operating model for today’s 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 model—one 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

• Increasing adoption of tokenisation; laying the path to developing a simpler, more efficient, and tailorable financial eco-system to benefit of all investors.
• Explore how this technology is already being used to enhance and grow the wealth management sector in a developing market
• Solving current market challenges, as well as where it may go in the future

• Industrialised personalisation
• Quality at quantity
• The advantages and disadvantages of an end-to-end solution

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?

• Tailoring investment products to align with the values and preferences of younger clients.
• Integrating ESG factors and impact investing into core offerings.