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Getting Through The Bottleneck: why wealth management must take AI from pilots to performance to set free customer engagement
Thursday, 22 May 2025
18:30 to 22:00
Address
Ormer Mayfair
Flemings Mayfair
7-12 Half Moon St
London
W1J 7BH
United Kingdom
INDUSTRIES: Financial Services
EVENT TYPE: Club Dinner
OVERVIEW
AI experimentation isn’t enough. Fast-tracking AI adoption in wealth means moving beyond the hype to real ROI - but while most firms are testing solutions, very few have successfully scaled them across the business.
Those who have? They’re seeing impressive ROI but it’s tough to get there.
We’ll examine why many get stuck in PoC mode and learn how to overcome common obstacles to full-scale AI deployment, cutting through the noise to provide clear, actionable strategies.
AUDIENCE
Join us to exchange opinions and ideas with wealth management leaders approaching shared challenges.
Combining structured business discussion with free-form networking over fine food and wine, the event will be independently facilitated and will leave you with fresh insights, robust practical examples and powerful new connections.
With a perspective from Waracle
AGENDA
18:30 – 19:00 – Arrival & Aperitif
Meet your peers and get to know each other over a welcome drink
19:00 – 21:30 – Dinner & Discussion
Fine dining, fine wine and fine discourse form the perfect menu.
21:30 – 22:00 – Coffee & Digestifs
Conversations continue over coffee and a selection of digestifs
22:00 – 22:30 – Carriages
Homeward bound
LOCATION
Ormer Mayfair
Flemings Mayfair
7-12 Half Moon St
London W1J 7BH
Tube: Green Park
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