As artificial intelligence moves beyond assistive tools, agentic AI offers wealth management firms the potential to plan, reason and execute complete operational workflows, while maintaining appropriate human oversight, governance and control.
Profile Software, in partnership with The Wealth Mosaic, organised an expert webinar to explore how agentic AI can reshape operating models across the UK wealth management sector and help firms achieve measurable efficiency, scalability and business value.
Presenters:
- Stephen Wall, Founder, The Wealth Mosaic – Moderator
- Stefanos Athanasiadis, Managing Director, Investment Solutions, Profile Group
- Jaidip Banerjee, Head of AI, Data & Architecture Services, Leading Point
- Reeves Knyght, Founder & CEO, Knyght Digital
In this expert webinar, wealth management professionals learned about:
- The difference between assistive AI tools and agentic AI systems that can execute end-to-end workflows.
- How agentic AI can reshape wealth management processes, operating models and organisational structures.
- Why successful AI adoption should begin with business strategy, clearly defined objectives and measurable outcomes.
- The importance of data readiness, system integration, governance, security, explainability and human oversight.
- How firms can identify suitable processes and use cases for agentic automation.
- A practical fund administration reconciliation use case that reduced processing time by at least tenfold and delivered cost savings exceeding 75%.
- The role of trust, transparency and auditability in the adoption of AI-driven operations.
- Practical steps wealth management firms can take to move from isolated AI tools towards structured agentic transformation programmes.
