Digital Integration in Wealth Management 2025
Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management
Date: 19th & 20th March 2025
Location: etc. venues, 155 Bishopsgate London, UK
Hosted by: Arena International
Join Xpedition at the 9th Annual Digital Integration in Wealth Management 2025 conference on 19–20th March, hosted by Arena International. Discover the transformative power of AI in wealth management and how autonomous agents are redefining client experiences.
Speakers:
Oli Hymas, Senior Business Manager, Xpedition
Richard Gibson, Senior FS Marketing Manager, Xpedition
What To Expect?
• Understanding the Role of Autonomous Agents: Learn how AI agents perform complex tasks and augment advisor knowledge, helping increase loyalty and retention.
• Creating a Unified View: Discover how AI helps consolidate data to provide a single, authoritative view of the client to enable a seamless, personalised, omnichannel experience.
• Streamline KYC and Onboarding: Leverage AI to automate time-consuming processes, reduce paperwork, and accelerate client onboarding.
• Orchestrating AI Ecosystems: Get started with AI and agents to build trust and increase the quality of client interactions.
Why Attend?
• Expert Insights: Gain valuable knowledge from industry leaders and AI experts.
• Networking Opportunities: Connect with peers and professionals in the wealth management sector.
• Innovative Solutions: Explore cutting-edge AI technologies and their applications in wealth management.
Don’t miss this opportunity to stay ahead in the rapidly evolving world of wealth management.