Fragmentation to Insights- Rethinking Data in Wealth Management

This exclusive gathering convenes senior consultants at the forefront of data transformation & strengthening reporting confidence.
About this Event

Every firm in wealth and asset management is grappling with the same challenge:

fragmented data spread across custodians, platforms, and legacy systems. And the

growing pressure to turn that data into intelligence. As AI moves from concept to capability, the firms that get data right will pull ahead.

Agenda

🕑: 04:30 PM - 05:00 PM
Arrival and Networking
🕑: 05:00 PM - 05:15 PM
Welcome and Scene-Setting — Steve Dyson, Facilitator
🕑: 05:15 PM - 06:00 PM
First Rate Perspective: From Fragmented Data to Data Intelligence (Nayan)
🕑: 06:00 PM - 06:15 PM
Advisory Perspective: What Consultants Are Seeing on the Ground
🕑: 06:15 PM - 08:30 PM
Networking, Drinks & Canapes