Artificial Intelligence (AI) is scarcely out of the news as the “fourth industrial revolution” marches on. Many sectors stand to reap massive benefits from AI technologies and wealth management is no exception. Faster and better decision-making await, alongside the intelligent automation of activities such as lead generation, meeting preparation, KYC, portfolio construction and rebalancing, news personalisation and suitability/cross-border checks.

This event marks the launch of a groundbreaking research report produced by WealthBriefing in partnership with Finantix and EY – one which looks beyond the hype to identify compelling AI use cases that all forward-thinking wealth managers should be embedding into their strategies today.


  • Registration and refreshments: 8:00am - 9:00am
  • Discussion Panel Q&A: 9:00am - 10:30am
  • Networking: 10:30 -11:00am


Date and Time

Date: Thursday 7th December - 2017
Time: 8:00 am – 11:00 am


The Royal Society

Address: 6-9 Carlton House Terrace, London, SW1Y 5AG

About our Sponsors



Alessandro Tonchia



Alessandro is a Founder of Finantix. As Strategy Director, he focuses on the company’s growth and long-term product direction. Alessandro has worked in product development and was responsible for large […]

Dermot Corrigan



Dermot Corrigan is CEO of smartKYC, and draws upon his background in geopolitical and violent risk intelligence, reputational risk monitoring and deep web and media search technology to offer a […]

Anthony Kirby

Associate Partner, Regulatory & Risk Management - Regulatory Intelligence


Anthony has over 25 years’ experience in financial services and provides regulatory advisory expertise within the Financial Services Risk Management Division of EY. He heads up Regulatory Reform for Capital […]

Greg B Davies

Head of Behavioural Science

Oxford Risk

Greg is a specialist in applied decision science, behavioural finance, and financial wellbeing – improving decisions through behavioural science. Greg started the banking world’s first behavioural finance team as Head […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]