Join us for a fireside chat to highlight the importance of intelligent automation (IA) in addressing the challenges and opportunities within the wealth and asset management industry.

Changing Landscape: The wealth and asset management industry is undergoing significant change, driven by shifting investor demographics, evolving regulatory requirements, and technological advancements. The increasingly diverse investor community is accelerating the need to deliver personalized portfolios in line with a broadening spectrum of investment motivations.

Necessity of Transformation: Transformation is no longer optional but a necessity for firms in this industry. Intelligent automation (IA) emerges as a crucial tool to drive necessary changes efficiently and effectively.

Impact of IA: IA enables faster, more accurate flow of data, processes, and decisions within organizations. It ensures 100% auditability, enhances client experiences, ensures compliance, and contributes to more rewarding careers for employees.

Discussion Topics:

• Evolving Customer Expectations: Firms are under pressure to lower fees while improving services. The discussion will likely focus on strategies for meeting these expectations without sacrificing margins.
• Understanding AI: What really is AI? How is it currently utilized in wealth and asset management, and whether to adopt it? Use cases, particularly those involving Robotic Process Automation (RPA), may be explored.
• Talent Retention: The industry faces challenges in retaining talent, with experts leaving for better work-life balance elsewhere. The roundtable may explore how IA can mitigate attrition by creating a more attractive working environment.

Overall, this Fireside chat aims to provide expert insights into navigating the changing landscape of wealth and asset management through the strategic implementation of intelligent automation technologies.