New ways to succeed in wealth management with AI

Generative and agentic AI are transforming financial services, yet innovation must be built on trusted data. Join this webcast to see how AI is reshaping wealth management and banking, the common roadblocks that organizations face, and why a strong data foundation is essential for responsible AI. Experts will also discuss how financial institutions can accelerate AI-driven innovation while maintaining compliance, and offer real-world examples and practical insights toward preparing for your agentic data journey.

Speakers

Andrea DeSosa

Global Capital Markets GTM Lead, Databricks

Alberto Ebrard

Global Head of WealthAI, Wipro

Tom Smith

Contributing Editor, CDO Marketing Services

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New ways to succeed in wealth management with AI

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