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Next-Gen Wealth Management Client Experience: Hyper-Personalization & Digital Advisory Powered by Agentic & Gen AI

CXO Bespokes Dinner - London

NEXT-GEN WEALTH MANAGEMENT CLIENT EXPERIENCE:
Hyper-Personalization & Digital Advisory Powered by Agentic & Gen AI

Join us for an invitation-only executive dinner designed for senior wealth executives, digital strategy leaders, and technology innovators. This roundtable explores how Agentic and Generative AI are enabling hyper-personalized advisory services, transforming client engagement, portfolio decision-making, and digital client experiences for HNWIs.

Participants will discuss practical applications, governance strategies, and best practices for embedding autonomous AI into client advisory, portfolio insights, and wealth management operations. The event provides a forum for peer-to-peer dialogue, strategic insights, and relationship-building over an elegant dinner.

EVENT DETAILS

Date:
11 June 2026
Timings:
6:30 PM to 10:00 PM
Venue and Location:
5-star Venue, London, United Kingdom

Key Topics

Hyper-Personalized Advisory at Scale:

Deliver anticipatory, tailored advice using Agentic AI, creating individual client strategies in real-time.
Omnichannel Client Engagement:

Leveraging digital dashboards, apps, and virtual advisory touchpoints enhanced by Generative AI.

AI-Enabled Decision Support:

Augment advisor decision-making with scenario planning, predictive analytics, and autonomous recommendations.

Client Experience & Retention Metrics:

Measuring loyalty, satisfaction, and engagement through hyper-personalized interactions.

Integration & System Scalability:

Embedding agentic AI into existing platforms and legacy systems for seamless deployment.

Governance & Ethical AI:

Ensuring transparency, auditability, and responsible AI adoption while protecting client trust.

Future Horizons:

Predictive analytics, scenario planning, and AI-powered advisory models enabling truly individualized client experiences.

AGENDA

  1. 18:15 – Registration & Networking Drinks Reception

  2. 18:45 – Welcome & Sponsor Introduction

  3. 19:00 – Keynote Presentation: “The Future of Advisory: Hyper-Personalized Client Experience with Agentic & Gen AI”

  4. 19:20 – Panel Discussion: “From Data to Delight: Scaling AI-Powered Hyper-Personalization in Wealth Management”

  5. 20:00 – Dinner Served

  6. 20:45 – Spotlight / Fireside Chat by Sponsor: “Generative AI as a Catalyst for Next-Gen Client Advisory” Demonstrating hyper-personalized advisory solutions and AI-enabled client engagement.

  7. 21:00 – Roundtable Discussion & Q&A Discussion on AI governance, compliance, ethical adoption, and integrating hyper-personalization at scale.

  8. 21:15 – Coffee, Dessert & Networking

  9. 21:45 – Closing Remarks & Key Takeaways: Trends and Outlook for 2026–2030

Panel Discussion: Focuses on...

Scaling AI-driven hyper-personalization for HNWIs

Improving omnichannel client engagement

Optimizing advisor decision-making with autonomous insights

Measuring client experience, satisfaction, and retention

Governance, compliance, and ethical adoption of AI in wealth management

Complimentary Passes:

C-Suite Executives: CEO, CIO, CTO, COO, Chief Digital Officer (CDO), Chief Data Officer (CDAO), President, Chief Investment Officer (CIO), Chief Operational Officer, Chief Risk Officer(CRO), Chief Compliance Officer (CCO), Chief AI Officer (CAIO)

Senior Leaders & Functional Heads: Global Heads, SVPs, EVPs, VPs, MDs, GMs, Directors

Wealth & Asset Management: Private Banking, Wealth Management, Asset Management, Lending, Investment Solutions, Digital Assets, Private Clients, Pension, Insurance, Financial Planning, ESG & Sustainability

Digital, Data & AI: Generative AI, Agentic AI / Autonomous Systems, AI & ML, Robotics, Data Analytics, AI Strategy & Governance, CRM, Digital Transformation, Platform Integration, Onboarding Automation

Strategy, Customer & Experience: Digital Strategy, Innovation, Customer Experience (CX), Journey Transformation, Marketing, Client Lifecycle Management (CLM), Personalized Advisory & Client Engagement

Risk, Compliance & Governance: Risk Management, Regulatory Compliance, Operational Resilience, Ethical AI, Explainability & Transparency
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