Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
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 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:
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