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Keynote From AI Copilots to Agentic Finance: the Next Operating Model for Wealth Management

From advisor copilots to autonomous agents capable of automating complex tasks, AI is progressively reshaping how wealth management players operate. This keynote explores how these technologies are...

Panel 1: Hyper-personalization in Wealth Management: the Data Stack Powering Next-Generation...

Delivering truly personalized wealth advice requires a consolidated view of clients’ assets, structures, and goals. How can organizations build a data architecture capable of enabling genuinely...

ERI - Olympic Banking SystemSales Director

Algora

Abbove

Panel 2: DORA, Cloud, AI, Cyber: Building a Truly Resilient Wealth Infrastructure

Amid growing regulatory requirements and rising technological risks, wealth management players must rethink their IT architectures. How can DORA, NIS2, and the AI Act be turned into opportunities to...

Keynote From AI Copilots to Agentic Finance: the Next Operating Model for Wealth Management

From advisor copilots to autonomous agents capable of automating complex tasks, AI is progressively reshaping how wealth management players operate. This keynote explores how these technologies are...

Panel 1: Hyper-personalization in Wealth Management: the Data Stack Powering Next-Generation...

Delivering truly personalized wealth advice requires a consolidated view of clients’ assets, structures, and goals. How can organizations build a data architecture capable of enabling genuinely...

ERI - Olympic Banking SystemSales Director

Algora

Abbove

Panel 2: DORA, Cloud, AI, Cyber: Building a Truly Resilient Wealth Infrastructure

Amid growing regulatory requirements and rising technological risks, wealth management players must rethink their IT architectures. How can DORA, NIS2, and the AI Act be turned into opportunities to...