Live Strategy Session
Beyond Chatbots:
Scaling AUM with
Agentic AI
Most wealth managers are still treating AI like it’s 2022 – deploying chatbots and a graveyard of pilots that never scaled.
‘AI Agents were able to reduce processing time per document by 90%’ Accenture
‘Achieving measurable results requires leaders to pursue a bold agenda, driven by innovation and transformation’ McKinsey
90%
Reduction in manual operational processes
Scale
Increase AUM without adding headcount
Session Agenda
01
The 2026 Inflection Point
Why agentic AI is moving from “experiment” to the industry standard this year.
02
Real-World Case Studies
Measurable results from firms deploying autonomous agents at scale.
03
Live Demo: Agents in Action
A behind-the-curtain look at autonomous agents handling onboarding and compliance.
04
Interactive Q&A
Solving your specific implementation hurdles with our expert panel.
April 24, 2026
11:00 AM — 11:45 AM EST
ONLINE
LinkedIn Live
