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.
You may also be interested in
Artificial Intelligence
Technology using algorithms and data to enhance decision-making, improve efficiency, and manage risks.
Where human expertise and AI work together to drive better decisions, speed and control. …
Free
Date & Time: 08th Oct 2026 (8:30) - 08th Oct 2026 (13:30)
Location: Publicis Sapient
PIMFA Guide: Choosing Your AI Partner: A Due Diligence Framework for Wealth Management Leaders
There has been a significant increase in the number of AI providers offering products and services to financial services firms. In response to member feedback, PIMFA has partnered with Solve Partners to develop a practical AI Vendor Due Diligence Guide which provides practical support when evaluating AI vendors.