The promise of artificial intelligence (AI) in wealth management has been discussed at length, but that discussion has now reached an inflection point. On 9 July 2026, The Wealth Mosaic, the digital marketplace for wealth management, and Profile Software, the financial technology solution provider for tomorrow's banking and wealth management operations, will host a webinar to explore the cutting-edge applications of agentic AI and the outcomes within the UK wealth management sector.
What is agentic AI – and why does it matter now?
AI has arrived in wealth management in two waves:
- The first wave is assistive: tools that process documents, search across systems in natural language, and draft content, each sitting beside a person who stays in the driving seat.
- The second wave is agentic: systems that plan, reason and execute multi-step operational processes end-to-end – not just suggesting the next action, but completing the work across a chain of steps.
Agentic AI represents the next evolution of artificial intelligence, moving beyond simple chatbots and content generation to systems capable of planning, reasoning, executing tasks, and working autonomously across multiple business processes.
For players within the UK wealth management marketplace, the capability of agentic AI represents a broad opportunity to drive and streamline efficiency, generate clear ROI, elevate client experience, enable advisers and employees, and fundamentally transform processes and outcomes.
In this webinar, we will focus on showcasing the practical applications of agentic AI within a UK wealth management environment, focusing on the core areas where agentic AI can deliver real-life, repeatable and quick operational transformation.
We will focus on how AI agents can support key investment and operational requirements with asset managers and bank-type wealth management organisations. The webinar will emphasise clear, practical and achievable results, rather than futuristic possibilities.
The webinar will focus on clear use cases, a view into the challenges firms face in their successful deployment of agentic AI capabilities, to be followed by practical next steps to bring and generate value from this technology within an individual business.
Whether you are exploring agentic AI as an emerging capability or assessing how agentic AI can be integrated into your existing technology environment, this webinar will provide a practical perspective on the opportunities, challenges, and measurable outcomes for any asset manager or bank-type organisation running money and portfolios within the UK wealth management ecosystem.
Event details
- Title: WealthTech Talks Webinar: The agentic manager – how agentic AI is reshaping work in UK wealth management
- Date: 9 July 2026
- Time: 10am-11am BST
- Platform: Zoom
- Attendance: Free, but requires registration here.
Bringing together industry experts as they explore how UK wealth management firms can deliver on the promise of agentic AI within their firms, including:
- Stephen Wall, Founder of The Wealth Mosaic
- Stefanos Athanasiades, Managing Director – Investments, at Profile Software
- An AI-specialist consultant or independent UK wealth practitioner (TBC).
This 60-minute webinar will focus on:
- How to tell the two waves apart – distinguishing merely assistive AI from genuinely agentic, end-to-end systems
- Where agentic AI delivers value first across a UK wealth management business
- What deployment actually requires – including the people, data, and integration realities
- How you can lead the workforce shift – stepping into the role of ‘agentic maanger’
- Practical use-cases with real outcomes
- Navigating the regulation around agentic AI, including DORA, MiFID II, and the EU AI Act
Who should attend?
This 60-minute webinar is designed for professionals across the wealth management space, including:
- Senior executives and decision-makers at wealth management firms
- CIOs, CTOs, and technology leaders evaluating AI integration strategies
- Investment and operations professionals exploring efficiency and automation opportunities
- Wealth management practitioners assessing the potential impact of agentic AI on their roles
- Technology providers and consultants serving the wealth management sector
Don’t miss this opportunity to explore the future of AI in wealth management. Register your interest today here.
About Profile Software
Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the Middle East, Asia, Africa and the Americas delivering market-proven solutions to the Investment Management and Banking industries.
Profile Software is recognised as an established and trusted partner by international industry-specific advisory firms.
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.
