
Reflect on 2025—a year of experimentation, acceleration, and hard-earned lessons in AI-driven transformation across wealth and asset management.
Together, we’ll unpack what truly moved the needle, where progress stalled, and how firms are evolving toward agent-based decision-making.
You’ll leave with clear, actionable strategies to close the year strong and lead with confidence into 2026.
Click here to register.
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Artificial Intelligence
The Wealth and Asset Management Operating Model Can’t Keep Up
Read this article from the PIMFA Journal #33 by Richard Doherty and Sumit Johri at Publicis Sapient about the traditional playbook built on manual processes, siloed business and technology functions, and relationship-driven models is no longer sufficient.