Virtual
Learning
Webinars
21st 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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+442073820372

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

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Richard leads the AI practice for Asset & Wealth Management at Publicis Sapient, a leading consultancy across financial services and digital business transformation.

With Over 20years of experience in technology and financial services, he helps firms navigate the complexities of aligning technology with business strategy, and delivering enterprise change that unlocks business value through driving revenue, saving costs and managing risk.

Richard's experience lies in advising leaders how to build future ready operating models, that leverage technology to drive innovation.

He specialises in delivering large scale technology & system implementation front to back, data overhauls, and technology focused change.

Richard works closely with both business and technology stakeholders to foster alignment that enables pace to market and sustainable transformation.

Richard Preece

Director
DA Resilience

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An experienced organisational agility and resilience ‘hybrid' consultant and leader. He connects business and technical leadership of digital innovation cyber resilience and data protection.

He works collaboratively, is discovery driven and adept at integrative decision-making to navigate the balance of innovation, agility and resilience. Works closely with business, customers and subject matter experts to align outcomes, manages risks and resources; enhances reputation whilst communicating with simplicity and clarity.

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…

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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 operate and serve their customers, unlocking new value and enabling them to thrive in an AI-driven world. Our platforms use AI built off this deep enterprise context to help them modernize, build agentic solutions, and sustain their competitive advantage. The combination of our AI platforms and the expertise of our people enables us to deliver faster and more effective outcomes through solutions that are specific to the unique needs of our clients’ businesses, their industries and their customers. Publicis Sapient is the technology hub of Publicis Groupe, uniting 20,000 people worldwide. For more information, visit publicissapient.com.

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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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, aims and objectives. We take a collaborative, discovery driven and integrated approach. Consequently we work both directly with clients or via partners depending what will achieve the best outcomes.
Our experience includes working in the UK and internationally in the following sectors: Energy, Oil & Gas; Financial Services; Sport; Academic; Recruitment; Defence; and Law Enforcement

Throughout we focus on aligning and delivering 4 themes: Leadership & Culture; Governance; Risk Management; and Capability



Throughout we focus on aligning and delivering 3 themes:

Governance; Risk Management; and demonstrable Capability to act.

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