{"id":26283,"date":"2026-07-29T10:29:58","date_gmt":"2026-07-29T07:29:58","guid":{"rendered":"https:\/\/www.profilesw.com\/?post_type=insight&#038;p=26283"},"modified":"2026-07-29T10:31:56","modified_gmt":"2026-07-29T07:31:56","slug":"agentic-ai-in-wealth-management","status":"publish","type":"insight","link":"https:\/\/www.profilesw.com\/el\/insights\/agentic-ai-in-wealth-management\/","title":{"rendered":"Webinar | Agentic AI in Wealth Management"},"content":{"rendered":"<h2>The Agentic Manager: How Agentic AI Is Reshaping Wealth Management<\/h2>\n<p><strong data-start=\"284\" data-end=\"330\">9 July 2026 @ 10:00 am BST \/ 11:00 am CEST<\/strong><br data-start=\"330\" data-end=\"333\" \/><strong data-start=\"333\" data-end=\"342\">60min<\/strong><\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"344\" data-end=\"587\">As artificial intelligence moves beyond assistive tools, agentic AI offers wealth management firms the potential to plan, reason and execute complete operational workflows, while maintaining appropriate human oversight, governance and control.<\/p>\n<p data-start=\"589\" data-end=\"883\">Profile Software, in partnership with <a href=\"https:\/\/www.thewealthmosaic.com\/\">The Wealth Mosaic<\/a>, organised an expert webinar to explore how agentic AI can reshape operating models across the UK wealth management sector and help firms achieve measurable efficiency, scalability and business value.<\/p>\n<p><strong>Presenters:<\/strong><\/p>\n<ul>\n<li data-section-id=\"449b8k\" data-start=\"902\" data-end=\"962\">Stephen Wall, Founder, <strong data-start=\"927\" data-end=\"948\">The Wealth Mosaic<\/strong> \u2013 Moderator<\/li>\n<li data-section-id=\"xbk7by\" data-start=\"963\" data-end=\"1051\">Stefanos Athanasiadis, Managing Director, Investment Solutions, <strong data-start=\"1029\" data-end=\"1049\">Profile Group<\/strong><\/li>\n<li data-section-id=\"tlr767\" data-start=\"1052\" data-end=\"1132\">Jaidip Banerjee, Head of AI, Data &amp; Architecture Services, <strong data-start=\"1113\" data-end=\"1130\">Leading Point<\/strong><\/li>\n<li data-section-id=\"12t7b66\" data-start=\"1133\" data-end=\"1183\">Reeves Knyght, Founder &amp; CEO, <strong data-start=\"1165\" data-end=\"1183\">Knyght Digital<\/strong><\/li>\n<\/ul>\n<p><strong>In this expert webinar, wealth management professionals learned about:<\/strong><\/p>\n<ul>\n<li data-section-id=\"1q7k7hv\" data-start=\"1261\" data-end=\"1366\">The difference between assistive AI tools and agentic AI systems that can execute end-to-end workflows.<\/li>\n<li data-section-id=\"11e7x57\" data-start=\"1367\" data-end=\"1472\">How agentic AI can reshape wealth management processes, operating models and organisational structures.<\/li>\n<li data-section-id=\"16d3ad7\" data-start=\"1473\" data-end=\"1590\">Why successful AI adoption should begin with business strategy, clearly defined objectives and measurable outcomes.<\/li>\n<li data-section-id=\"nx5vj\" data-start=\"1591\" data-end=\"1704\">The importance of data readiness, system integration, governance, security, explainability and human oversight.<\/li>\n<li data-section-id=\"28bv8p\" data-start=\"1705\" data-end=\"1786\">How firms can identify suitable processes and use cases for agentic automation.<\/li>\n<li data-section-id=\"1fp06a9\" data-start=\"1787\" data-end=\"1935\">A practical fund administration reconciliation use case that reduced processing time by at least tenfold and delivered cost savings exceeding 75%.<\/li>\n<li data-section-id=\"1v23v46\" data-start=\"1936\" data-end=\"2027\">The role of trust, transparency and auditability in the adoption of AI-driven operations.<\/li>\n<li data-section-id=\"nxpu8b\" data-start=\"2028\" data-end=\"2201\" data-is-last-node=\"\">Practical steps wealth management firms can take to move from isolated AI tools towards structured agentic transformation programmes.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<a href=\"https:\/\/www.profilesw.com\/agentic-ai-in-wealth-management\" class=\"btn btn-medium btn-blue-transparent\">Watch the recording<\/a>\n","protected":false},"featured_media":26286,"template":"","tags":[708,676],"insight_category":[234],"topic":[572,286],"class_list":["post-26283","insight","type-insight","status-publish","has-post-thumbnail","hentry","tag-agentic-ai","tag-investement-management","insight_category-webinars-el","topic-artificial-intelligence-el","topic-investment-management-el"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Webinar | Agentic AI in Wealth Management<\/title>\n<meta name=\"description\" content=\"Watch Profile Software\u2019s webinar on how agentic AI is reshaping wealth management through smarter workflows, stronger governance and measurable outcomes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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