Wealth Management × AI Day
Applied AI in Wealth Management
Overview
Artificial Intelligence is no longer a concept — it is actively reshaping wealth management, portfolio construction, client advisory, and operating models across the financial industry. This full-day event brings together wealth managers, product leads, fintech leaders, data & AI practitioners, and solution builders to explore what's possible today, what's already in production, and what's coming next.
19 February 2026 at 9:30 AM GMT+1
Station F, Paris
Event Details
Across keynotes, applied deep-dives, live demos, and expert panels, you will discover: How intelligent agents are transforming advisory workflows • Practical AI use cases across portfolio automation, client reporting, and compliance • Where generative AI supports, augments, and challenges human decision-making • How incumbents and challengers are deploying AI safely in regulated environments • What Wealth Management 2030 could look like — and how to prepare for it.
Focus
Applied AI in Wealth Management
When
19 February 2026
Where
Paris, France
Audience
Wealth Managers, CIOs, Portfolio Engineers, Product Leads, Data & AI Teams, Fintech Founders
Event Schedule
A carefully curated program designed to maximize learning, networking, and practical insights
09:30 — Registration & Welcome Coffee
Check-in, welcome coffee, and morning networking. Meet wealth managers, AI practitioners, and fintech leaders shaping the future of wealth management.
10:00 — Opening Keynote: AI's Impact on Wealth Management Today
State of the industry overview: How AI is already reshaping portfolio construction, client advisory, and operating models. Real-world metrics from early adopters.
10:25 — Talk: Intelligent Agents in Advisory Workflows
Deep dive into how AI agents are automating client research, generating personalized investment recommendations, and supporting wealth advisors in real-time.
10:50 — Live Demo: Portfolio Automation with AI
Live demonstration of AI-powered portfolio rebalancing, risk monitoring, and automated reporting tools in production environments.
11:00 — Coffee Break & Networking
Refreshments and peer discussions
11:20 — Demo: AI-Generated Client Reports & Insights
Live demonstration of GenAI creating personalized investment reports, market commentary, and client-specific insights. See how natural language models transform data into narrative.
11:30 — Talk: Generative AI for Client Communication
How GenAI is transforming client reporting, personalized insights, and advisory communication. Where it augments advisors and where human judgment still matters.
11:50 — Panel: AI in Regulated Environments
Compliance officers, CIOs, and AI leads discuss deploying AI safely: model governance, explainability requirements, regulatory considerations, and risk management frameworks.
12:15 — Lunch & Open Networking
Catered lunch with extended networking opportunities. Connect with speakers and peers.
13:25 — Demo: Intelligent Agent Workflows
Watch AI agents in action: automated client research, investment idea generation, and advisor workflow augmentation. Real production system walkthrough.
13:35 — Talk: MLOps for Wealth Management
Building production-grade ML pipelines: model monitoring, data quality, feature engineering, and infrastructure for financial services at scale.
13:55 — Demo: Real-Time Risk Models in Action
Live walkthrough of AI-driven risk assessment, stress testing, and scenario analysis tools used by leading wealth managers.
14:05 — Talk: Client Segmentation & Behavioral AI
Using machine learning to understand client behavior, predict churn, identify growth opportunities, and deliver hyper-personalized advisory services.
14:25 — Demo: Predictive Analytics for Client Behavior
See machine learning models predict client needs, identify cross-sell opportunities, and flag churn risk. Real data, real predictions, real business impact.
14:35 — Coffee Break & Networking
Afternoon refreshments and discussions
14:55 — Talk: Incumbent vs Challenger Strategies
How traditional wealth managers and digital-first challengers are approaching AI differently. Case studies from both sides of the competitive landscape.
15:15 — Demo: AI-Powered Compliance & Reporting
See how AI automates regulatory reporting, compliance checks, and audit trail generation. Real tools used in production today.
15:25 — Demo: Conversational AI for Wealth Advisory
Interactive demo of AI chatbots and voice assistants helping clients check portfolio status, ask investment questions, and receive instant guidance. Natural language interface in action.
15:35 — Panel: Wealth Management 2030 — What's Coming Next
Industry leaders debate the future: fully autonomous advisory, digital twins for risk modeling, AI-native wealth platforms, and how to prepare your organization for what's ahead.
16:05 — Talk: Building AI-First Operating Models
Organizational transformation: hiring AI talent, upskilling advisors, redesigning workflows, and measuring ROI. Practical playbook from firms who've done it.
16:25 — Closing Remarks & Key Takeaways
Summary of the day's insights, actionable next steps, and preview of future Finteda events.
16:35 — Closing Drinks & Extended Networking
Open bar, canapés, and extended networking. Continue conversations with speakers, partners, and peers. Partnership opportunities and collaboration discussions.
09:30 — Registration & Welcome Coffee
Check-in, welcome coffee, and morning networking. Meet wealth managers, AI practitioners, and fintech leaders shaping the future of wealth management.
10:00 — Opening Keynote: AI's Impact on Wealth Management Today
State of the industry overview: How AI is already reshaping portfolio construction, client advisory, and operating models. Real-world metrics from early adopters.
10:25 — Talk: Intelligent Agents in Advisory Workflows
Deep dive into how AI agents are automating client research, generating personalized investment recommendations, and supporting wealth advisors in real-time.
10:50 — Live Demo: Portfolio Automation with AI
Live demonstration of AI-powered portfolio rebalancing, risk monitoring, and automated reporting tools in production environments.
11:00 — Coffee Break & Networking
Refreshments and peer discussions
11:20 — Demo: AI-Generated Client Reports & Insights
Live demonstration of GenAI creating personalized investment reports, market commentary, and client-specific insights. See how natural language models transform data into narrative.
11:30 — Talk: Generative AI for Client Communication
How GenAI is transforming client reporting, personalized insights, and advisory communication. Where it augments advisors and where human judgment still matters.
11:50 — Panel: AI in Regulated Environments
Compliance officers, CIOs, and AI leads discuss deploying AI safely: model governance, explainability requirements, regulatory considerations, and risk management frameworks.
12:15 — Lunch & Open Networking
Catered lunch with extended networking opportunities. Connect with speakers and peers.
13:25 — Demo: Intelligent Agent Workflows
Watch AI agents in action: automated client research, investment idea generation, and advisor workflow augmentation. Real production system walkthrough.
13:35 — Talk: MLOps for Wealth Management
Building production-grade ML pipelines: model monitoring, data quality, feature engineering, and infrastructure for financial services at scale.
13:55 — Demo: Real-Time Risk Models in Action
Live walkthrough of AI-driven risk assessment, stress testing, and scenario analysis tools used by leading wealth managers.
14:05 — Talk: Client Segmentation & Behavioral AI
Using machine learning to understand client behavior, predict churn, identify growth opportunities, and deliver hyper-personalized advisory services.
14:25 — Demo: Predictive Analytics for Client Behavior
See machine learning models predict client needs, identify cross-sell opportunities, and flag churn risk. Real data, real predictions, real business impact.
14:35 — Coffee Break & Networking
Afternoon refreshments and discussions
14:55 — Talk: Incumbent vs Challenger Strategies
How traditional wealth managers and digital-first challengers are approaching AI differently. Case studies from both sides of the competitive landscape.
15:15 — Demo: AI-Powered Compliance & Reporting
See how AI automates regulatory reporting, compliance checks, and audit trail generation. Real tools used in production today.
15:25 — Demo: Conversational AI for Wealth Advisory
Interactive demo of AI chatbots and voice assistants helping clients check portfolio status, ask investment questions, and receive instant guidance. Natural language interface in action.
15:35 — Panel: Wealth Management 2030 — What's Coming Next
Industry leaders debate the future: fully autonomous advisory, digital twins for risk modeling, AI-native wealth platforms, and how to prepare your organization for what's ahead.
16:05 — Talk: Building AI-First Operating Models
Organizational transformation: hiring AI talent, upskilling advisors, redesigning workflows, and measuring ROI. Practical playbook from firms who've done it.
16:25 — Closing Remarks & Key Takeaways
Summary of the day's insights, actionable next steps, and preview of future Finteda events.
16:35 — Closing Drinks & Extended Networking
Open bar, canapés, and extended networking. Continue conversations with speakers, partners, and peers. Partnership opportunities and collaboration discussions.
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