On 24 September 2026, The Wealth Mosaic will host its latest WealthTech Talks Webinar Beyond the notetaker: how AI is redefining wealth advice and investor decision-making, in partnership with LSEG Data & Analytics, featuring Morgan Stanley Wealth Management and MarketPsych, exploring how AI and predictive analytics are redefining the wealth management experience.
The webinar will bring together industry thought leaders to examine how advances in AI, analytics, and real-time data are creating new possibilities for wealth managers – from generating deeper client insights and improving decision-making to delivering more personalised, responsive, and digitally enabled experiences.
A new era for the wealth management experience
Wealth managers today have access to more data than ever before. The opportunity – and the challenge – lies in turning that information into intelligence that can meaningfully improve the way firms understand, engage, with and serve their clients.
AI and predictive analytics are increasingly central to that shift. By identifying patterns within complex datasets, anticipating client needs, and surfacing relevant insights at the right time, these technologies have the potential to transform both the client and adviser experience. Combined with increasingly sophisticated analytics and access to real-time data, they can help firms move from reacting to client behaviour towards anticipating it.
This 45-minute webinar will examine where the wealth management industry currently stands in putting these capabilities into practice – and what separates firms that simply consume data from those successfully turning it into value.
Turning intelligence into better outcomes
The discussion will explore the technological and organisational foundations required to realise the potential of AI and predictive analytics, while considering what these capabilities mean in practical terms for wealth managers, advisers, and their clients – and how firms can translate investment in data and technology into measurable outcomes.
Although operational efficiency and cost reduction remain important, the potential value extends much further. Better use of data can support more informed decision-making, greater personalisation, and more relevant client engagement – ultimately contributing to a wealth management experience that is increasingly digital-first while remaining centred on individual client needs.
Attendees will gain insights into:
- How AI and predictive analytics are changing the wealth management experience
- How firms can use data to develop deeper insights into client needs and behaviours
- The role of advanced analytics and real-time data in improving decision-making and client engagement
- How wealth managers can move from data consumption to value creation
- How firms can assess ROI beyond cost reduction, including the wider impact on client and business outcomes
- The challenges and risks that need to be managed as AI and analytics become more deeply embedded within wealth management
- The strategic priorities for firms seeking to build a more digital-first, client-centric wealth management proposition
Hear from industry thought leaders
The webinar will be moderated by Stephen Wall, Founder of The Wealth Mosaic, and will feature insights from:
- Dr. Richard Peterson, Chief Executive Officer of MarketPsych
- Priyanka Shetty, Global Product and Program Manager at LSEG Data & Analytics
- Kevin Scrivanich, Executive Director for Wealth Management at Morgan Stanley Wealth Management
Together, the panellists will explore how AI, predictive analytics, and evolving data capabilities are moving from technological possibilities towards practical applications – and what wealth management firms need to prioritise if they are to translate these developments into better experiences and greater value.
Beyond the notetaker: how AI is redefining wealth advice and investor decision-making with LSEG Data & Analytics takes place on 24 September 2026 and will be hosted online via Zoom.
Register and join The Wealth Mosaic, LSEG Data & Analytics, and Morgan Stanley Wealth Management for a focused discussion on how AI and predictive analytics are reshaping the wealth management experience – and what the next generation of data-driven, client-centric wealth management could look like. Click here to secure your place.
About LSEG Data & Analytics
LSEG Data & Analytics is one of the world’s largest providers of financial markets data and infrastructure. With over 40,000 customers and 400,000 end users across approximately 170 markets, we are an essential partner to the global financial community and redefining the future of data in financial services.
We enable customers to draw crucial insights through data, feeds, analytics, AI, and workflow solutions. With our unique insights seamlessly integrated into customers workflow, we can help them to identify opportunity and seize competitive advantage.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
