London, EC1M 5NP United Kingdom
Margin pressure. Shrinking profitability. Mounting regulatory complexity. The economics of wealth management are being rewritten in real time.
Legacy systems and fragmented data are dragging firms down—driving up costs, slowing innovation, and amplifying operational and compliance risk. Everyone’s talking about AI, but most are still stuck in pilot mode: plenty of activity, not enough impact.
That’s why PIMFA and Publicis Sapient have joined forces to create the AI Leaders Incubator —a two-day, high-intensity learning experience built to move your firm from experimentation to execution.
With the hands-on support of experts, you’ll learn to design, test, and deploy real AI use cases that deliver measurable business results. Using proven frameworks and hands-on labs, you’ll define your roadmap to ROI — building the confidence, capability, and conviction to turn insight into execution, and execution into impact.
What challenges will you solve on the AI Leaders Incubator?
- Tightening Margins? Learn to Automate What Matters. Discover how AI can streamline manual processes, reduce inefficiency, and free up capacity for high-value client work — turning cost pressure into productivity gains.
- Rising Client Expectations? Redefine Personalisation at Scale. Build and test AI use-cases that deliver smarter insights, hyper-personalised experiences, and faster decision-making — giving your firm a competitive edge in client trust and satisfaction.
- Regulatory Complexity? Design with Compliance in Mind. Translate complex FCA expectations into AI-ready frameworks that embed accountability, explainability, and governance into every workflow — before the regulator asks.
- Outdated Playbooks? Reimagine How Your Firm Operates. Break free from siloed business models. Collaborate across functions to design AI solutions that connect compliance, operations, and client experience into one intelligent ecosystem.
- Manual Processes? Make AI Your New Colleague. Move beyond “pilot paralysis.” In this incubator, you’ll test, refine, and deploy AI tools that turn repetitive tasks into automated intelligence — built responsibly, for real impact.
- Choosing the Right AI Strategy? Build for Your Reality.
- Learn how to align AI ambition with your firm’s size, data maturity, and risk appetite — selecting scalable use-cases that deliver measurable, defensible results.
- Maximise ROI from AI? Prove the Business Case. Gain the tools to track, quantify, and communicate AI’s impact — from cost savings to client experience — and translate innovation into tangible returns.
The AI Leaders Incubator does more than teach AI — it accelerates intelligent transformation. Here’s how:
- Elite practitioner mentorship – Work shoulder-to-shoulder with AI strategists who have already delivered real solutions — not theory.
- Build in the arena – Roll up your sleeves in live labs to design, test, and refine AI workflows and decision-support tools tailored to wealth and advice.
- Real frameworks, real outcomes – Adopt proven playbooks to spot high-value use cases, manage risk and accountability under UK regulation, and measure commercial ROI from day one.
- A peer group that pushes you further – Join an action-oriented cohort of COOs, CTOs, transformation leads, and compliance heads shaping the next decade of wealth management.
- Demo Day — with purpose – Pitch your prototype or live AI use-case to peers, partners, and stakeholders — secure adoption pathways, budget confidence, and executive buy-in.
Who’s the AI Leaders Incubator for?
You’re a senior leader — not a coder. No background in IT or data science required. You’re the decision-maker in your firm shaping digital strategy, driving innovation, and making the big calls on investment, risk, and transformation. You’re ready to turn data and AI into your next competitive advantage.
The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real — embedding it into operations, culture, and strategy to deliver measurable business results.
Enrolment
Enrolment is now open for cohort one of the AI Leaders Incubator. Places are limited and are offered on a first come first serve basis.
Still have questions?
Please contact:
Philip Allen, Head of Learning
learning@pimfa.co.uk