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26th March, 2026
02:00pm - 03:00pm
Free
CPD: 1hrs

PIMFA Webinar: Re-Engineering the Operating Model: Winning in the Agentic Era

Wealth managers face structural pressure: margin compression, rising regulation, fragmented data and slow decision cycles. Incremental optimisation is no longer enough. The next competitive gap will be defined by operating velocity. The advice firms that win will redesign how decisions are made and executed, using agentic AI to accelerate speed, compress cost and unlock sustainable growth.
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Wealth managers face structural pressure: margin compression, rising regulation, fragmented data and slow decision cycles. Incremental optimisation is no longer enough. The next competitive gap will be defined by operating velocity. The advice firms that win will redesign how decisions are made and executed, using agentic AI to accelerate speed, compress cost and unlock sustainable growth.

In this 60-minute, high-impact session, delivered in partnership with Publicis Sapient, we’ll explore:

  • Why slow decision cycles and layered workflows are destroying margin
  • Where operating friction is limiting growth and delaying product and service velocity
  • How leading firms are redesigning their decision architecture, not just automating tasks or legacy processes
  • How to compress decision cycles while embedding auditability, control and regulatory confidence by design

Richard Doherty

Head of Asset & Wealth Management, UK
Publicis Sapient

Richard Preece

Director
DA Resilience

Publicis Sapient

Consultants/Regulatory Advisors/Legal/Auditing
Headline Sponsor
Publicis Sapient is a digital transformation and consulting company belonging to Publicis Groupe (20,000 people and over 50 offices worldwide).…

DA Resilience

Consultants/Regulatory Advisors/Legal/Auditing
Contributing Sponsor
Cyber Risk and Resilience Consultancy - Helping businesses to seize the opportunities and reduce the risks in the Digital Age Our Approach -We seek to understand your organization's context,…

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