London, United Kingdom – 16th October 2025 – The Wealth Mosaic, the digital marketplace for wealth management, is excited to announce our upcoming breakfast briefing: Delivering AI in UK wealth management, from ideas to impact, taking place on November 27th, 2025, at the South Place Hotel, 3 South Place London EC2M 2AF. This dynamic briefing is brought to you in partnership with SS&C Blue Prism, a leading provider of intelligent automation technology for enterprises.
This morning briefing will bring together leaders from the UK wealth management industry to identify the practical building blocks of success for engaging with and delivering on AI. It will focus on real-life use cases and the top pain-points businesses face in delivery, helping you move beyond the noise and decide where to start.
Together, the speakers and delegates will examine:
- Real-life use cases, including key learnings and how challenges were overcome
- How you can bring AI into your business sustainably and effectively – the start of an AI playbook
- The technical and non-technical building blocks required to embrace and benefit from AI
Event agenda:
8:30am - 9am - Registration & breakfast
9am - 9:15am - Welcome and opening remarks with SS&C Blue Prism
9:15am - 10:15am - Panel session with:
Moderator: Stephen Wall, Founder, The Wealth Mosaic
Panellist: Stephen Rhodes, Senior Solutions Consultant, SS&C Blue Prism
Panellist: Steve Dyson, Managing Director, IAWMC
10:15am -10:30am - Q&A & Networking
The event will also be supported by a brief survey of registered attendees, which will seek to understand their main areas of focus, challenges, and concerns, allowing us to position the content and discussion at the event around these key areas.
Interested in attending the briefing? Discover more and register here.
Topic background
Artificial Intelligence (AI) is poised to rapidly transform the financial services landscape, and the UK's wealth management sector is no exception. Join us for this exclusive breakfast briefing to hear about real-life use cases from wealth managers, industry experts, and SS&C Blue Prism, the largest fund services organisation globally, who have implemented AI into their wealth, asset management, and capital markets divisions over the past 24 months.
Across the industry, from enhancing client experiences to streamlining operations, and perhaps everything in between, AI promises to offer unprecedented opportunity. But, at the same time, it raises important questions around trust, regulation, and a set of decisions around adoption (how, what, where, etc.). For many, the challenge is to decide where and how to start.
The goal of this briefing is to move beyond the noise, focusing on real-world use cases, actionable insights, and the frameworks businesses need to future-proof their operating models.
Attendance is limited, and registration will be conducted on a first-come, first-served basis. You can discover more about the event and register here.
Don’t miss this opportunity to engage with leading technology vendors, industry consultants, and fellow wealth management professionals!
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.
For more information, visit: www.thewealthmosaic.com
About SS&C Blue Prism
SS&C Blue Prism enables business leaders of the future to navigate around the roadblocks of ongoing digital transformation in order to truly reshape and evolve how work gets done – for the better
SS&C Blue Prism provides leading enterprise intelligent automation technology worldwide. We empower customers to reimagine how work gets done with a secure and scalable intelligent digital workforce. A digital workforce increases efficiency, reduces operating costs and returns millions of hours to staff to focus on the things that matter most.
For more information, visit: www.thewealthmosaic.com/vendors/ssc-blue-prism/
