Archives: Agenda

This session explores how firms can transform research, data, and market signals into contextual client experiences through visualisation, personalised content and adaptive dialogue. By embedding guidance directly into digital journeys, firms can help clients interpret complexity, build confidence and act. A practical discussion on how delivering AI via intelligent tools, like Stories and Dialogues, are reshaping the future of adviser and client experience in wealth management.

Wealth management is entering a phase where automation is embedded across advice, operations and client engagement. As firms refine their tech stacks and integrate AI into decision making, a more strategic question emerges: how do these choices shape reputation? This fireside conversation examines trust as a leadership responsibility rather than a byproduct of systems. We explore:

• How firms maintain clear accountability when advice is increasingly informed by algorithms
• Whether can scale and automation can coexist with personal ownership,
• Strategies for senior leaders to future proof trust as their operating models evolve

Moderator: Craig Beattie, Principal Analyst, Celent

Wealth management firms are entering a new phase of digital transformation driven by AI, real-time analytics and rising client expectations. Advisors are increasingly supported by intelligent automation, while investors expect personalised insights, instant portfolio visibility and seamless digital experiences. Delivering this requires more than new front-end tools – it demands a fundamental rethink of the data and technology platforms that power wealth businesses.

This session explores how leading firms are evolving their architectures to support real-time intelligence across the advisory lifecycle, from portfolio monitoring and client engagement to product innovation and risk management. We will examine the infrastructure required to support AI-driven advisory models, hyper-personalised client journeys and faster decision making, while navigating regulatory pressures and operational complexity.

Through real-world examples, the discussion will highlight how wealth managers can move from fragmented data environments and delayed reporting toward unified, real-time platforms that enable advisors, investment teams and digital channels to operate with greater speed, insight and confidence.

• Unlock efficiencies across your operations to drastically reduce cost to serve
• Provide unique experiences to customers, no matter how they choose to contact you
• Business Design + Technical Design = Value. KPMG are uniquely positioned to connect the dots between business and technology to increase time to value

Moderator: Verity Charlesworth, Partner, KPMG

For emerging biotechs and biopharmas, the path from early-phase trials to global development is filled with operational and strategic risk. Increasing protocol complexity, fragmented vendor landscapes, and varying regulatory expectations add layers of uncertainty. In this talk, Adam Marsh will outline key inflection points where risk can be proactively mitigated, from study design through execution and scale-up. Attendees will leave with a clearer framework for reducing execution risk while enabling faster, more confident decision-making.