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SUMMARY:PIMFA's AI Use Case Summit 2026
DESCRIPTION:This half-day summit brings together senior leaders from across wealth management\, private-client investment management and financial planning to examine where AI is delivering measurable value\, where firms remain stuck in experimentation\, and what it takes to scale adoption with governance\, evidence and control. \nThe question is no longer: what is AI?\nThe question now is: where does it genuinely create value and can you prove it? \nConvened by PIMFA and hosted by the lead sponsor of the PIMFA’s AI programme\, Publicis Sapient\, this half-day summit moves beyond theory\, hype and product demonstrations. The focus is practical industry learning\, peer comparison and implementation insight. \nYou will hear from firms\, practitioners\, subject-matter experts and sector partners on: \n• the AI use cases gaining real traction across the value chain\n• where AI is delivering productivity\, better decisions\, stronger controls and improved client outcomes\n• the governance questions boards are now asking\n• the commercial reality of moving from experimentation to measurable return\n• what credible AI adoption looks like in a regulated wealth management environment \nThis is not another AI awareness session. It is a senior\, practical conversation about value\, risk\, accountability and scale. \nThe summit is designed to help firms answer three critical questions. \n1. ROI – What measurable return are we generating from AI investment against the cost of capital and other uses of resource? Who is accountable for demonstrating that value?\n2. Transformation – How is AI reshaping our operating model\, workforce and client proposition? Are we building a stronger firm or automating inefficiency at the margins?\n3. Governance\, Risk & Compliance – Can we show regulators\, clients and our board that AI use is controlled\, explainable and aligned with our obligations at scale? \nWhy attend \nLeave with clarity\, not another demo. This summit is built for senior leaders who need practical answers\, not abstract commentary. You will leave with: \n1. A clearer view of where AI value is real – Hear honest peer insight on which use cases are gaining traction across the front\, middle and back office and which remain overhyped.\n2. A benchmark against the market – Live polling will show where your firm sits against others in the room\, from early exploration and isolated pilots through to embedded workflows\, ROI measurement and scaling across functions.\n3. Practical lessons on what good looks like – Curated case spotlights will follow a disciplined format: the business problem\, the intervention\, the measurable value created\, and the control considerations.\n4. A view of what to prioritise next – Understand what firms should focus on over the next 6–12 months\, and what credible AI adoption now looks like in UK wealth management. \nWho should attend \nThis summit is designed for senior leaders across UK wealth management\, private-client investment management and financial planning who have direct responsibility for AI strategy\, operational transformation\, technology\, governance\, risk\, compliance or client outcomes. \nRelevant roles include: Chief Executive Officers\, Chief Operating Officers\, Chief Technology Officers\, Chief Risk Officers\, Chief Compliance Officers\, Chief Data Officers\, Heads of Transformation\, Heads of Advice\, Heads of Operations\, Heads of Digital\, AI\, data and innovation leads\, Senior managers responsible for governance\, assurance and implementation. \nYou should attend if your firm is asking how to move beyond experimentation and prove that AI deployment is controlled\, evidenced and delivering measurable value. If that is the conversation happening in your boardroom\, this summit is built for you. \nPlease note: Places are limited and designed for senior decision-makers of FCA-regulated firms. PIMFA reserves the right to decline registrations that are not aligned with the event’s seniority and focus. \n  \n 
URL:https://www.pimfa.co.uk/event/pimfas-ai-use-case-summit-2026/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,Summit
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-02-scaled.png
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