The session will explore how AI is reshaping the financial services value chain, focusing on key touchpoints across the client lifecycle - from fund selection and content to client relationship management, while emphasising the importance of maintaining trust. It will examine how AI supports investment decisions alongside human judgement, enhancing insight and consistency rather than replacing accountability.

The discussion will also address adoption trends, including the growing role of women in wealth management and the relatively low uptake of AI. Ultimately, the session will highlight how effective AI use hinges on disciplined application, governance, and its ability to deliver consistent and reliable outcomes.