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Building AI capability for a new era of Wealth Management

Margin pressure, shrinking profitability and rising regulatory complexity are reshaping wealth management. Legacy systems and fragmented data keep costs high and innovation slow and while everyone talks about AI, most wealth managers are still stuck in pilots with little to show for it.

That ends here in 2026.

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PIMFA’s 12-month AI Programme designed in partnership with AI technology and digital transformation services leader Publicis Sapient turns wealth managers’ AI ambition into measurable ROI.

Through C-suite roundtables, leaders Incubators, think-tanks, live webinars and insight-led content, wealth managers gain proven use cases and the capability to deploy them at scale, driving margin, strengthening control and enabling scalable growth.