By early 2026, AI has moved far beyond experimentation. It is now actively reshaping how wealth firms operate, make decisions, serve clients, and manage risk. Some firms are already realising measurable value. Others are drifting dangerously behind.
This webinar is designed as a wake-up call for PIMFA member firms.
In this free 60-minute briefing, we’ll cut through the noise and focus on what matters most right now:
- The hard risks of inaction: What “falling behind” now looks like — slower processes, higher costs, weak data foundations, governance gaps, and competitors accelerating ahead.
- Real examples from real firms: How wealth managers, platforms, and advice firms are already deploying AI to improve efficiency, strengthen controls, enhance client journeys, and reduce operational burden.
- A pragmatic roadmap for 2026: Where to start, what to prioritise, and how to build a safe, scalable and commercially grounded AI adoption plan.
- What’s coming next from PIMFA: A short introduction to PIMFA’s new AI learning programme for senior leaders.
Whether you’re AI-curious, cautious, or already experimenting, this session will sharpen your understanding of what’s possible and what’s at stake as we enter the next phase of AI adoption in wealth management.