PIMFA - Building Personal Financial Futures

PIMFA Webinar: Move Faster, Cost Less: Winning with Agentic AI
2026-04-21 11:00 - 12:00 (Europe/London) | https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
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

M&A Due Diligence: Getting It Right Before (and After) the Deal
2026-04-30 08:30 - 12:45 | Grant Thornton UK LLP, 8 Finsbury Circus, London, EC2M 7EA, United Kingdom
Synergies stall.
Costs rise.
Regulatory issues emerge.
Value leaks.
In 2026, due diligence is no longer a technical exercise. It is a strategic capability and a competitive advantage.
In this high-impact, half-day session led by Grant Thornton and supported by Farrer & Co., senior deal leaders will unpack how acquiring firms are upgrading financial, regulatory, operational and technology due diligence to protect margin, reduce risk and accelerate growth.
Why attend*?
This is a practical, peer-led session focused on real-world outcomes, not theory. We will explore:
• Where due diligence typically breaks down in wealth and advice transactions
• The hidden risks that only emerge post-completion
• How strong due diligence protects deal value and improves supervisory confidence
• The operational and technology challenges that undermine synergy cases
• What leading firms are doing differently in 2026
You will also hear directly from senior industry leaders on the questions they wish they had asked before signing.
*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met.
