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16th April, 2026
11:00am - 12:00pm
Free
CPD: 1hrs

PIMFA Webinar: Move Faster, Cost Less: Winning with Agentic AI

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 management firms are under pressure from every angle, margin compression, rising regulatory scrutiny, operational drag and decision-making that is simply too slow for the market they are now in.

This is not a workflow problem. It is an operating model problem.

The next winners will not be the firms that bolt AI onto legacy ways of working. They will be the firms that redesign how decisions are made, actions are triggered and control is maintained using agentic AI to move faster, operate leaner and scale with confidence.

In this high-impact 60-minute webinar with Publicis Sapient, we’ll discuss:

  • why layered workflows and slow decisions are eroding margin
  • where firms are losing time, capacity and competitive momentum
  • how leading wealth managers are using agentic AI to redesign decision architecture
  • how to accelerate execution without losing control, oversight or regulatory confidence

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 technology company that provides enterprise AI platforms and services. With over 30 years of digital business transformation experience, we enable enterprise clients to transform how they…

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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