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We are pleased to partner once again with CISI (Chartered Institute for Securities & Investment) for a live webcast on one of the most important questions facing wealth and investment firms today:
Preparing for Growth: How Wealth and Investment Advice Firms Can Choose the Right Technology with AI for the Next 1–5 Years
This session, led by our Founder & CEO Uday Bhaskar Nimmakayala, will explore how the next five years will be defined not only by macro shifts such as the transfer of wealth, political tax reforms, and regulatory changes, but also by how firms approach improving the quality of their operations across the value chain.
Senior leaders and decision makers will gain practical insights into how to implement standardised but high personal touch operational processes — enhanced with AI across every stage of the client journey.
Key themes include:
- Moving beyond fragmented, outdated systems towards unified AI-powered platforms
- Ensuring compliance and client trust while implementing or replacing technology
- How AI is reshaping onboarding, planning, investing, reporting, and client engagement
- Practical steps to significantly improve client experiences and future-proof your firm for sustainable growth
📅 Wednesday 5 November 2025
🕐 12:30 – 13:30 (UK time)
📍 Online
🎓 CPD will be automatically uploaded within 2–3 working days
👉 Register here to secure your place.
💡 If you can’t wait until the webcast, you can always book a meeting with us here to discover how WealthObjects helps firms enhance operations across the value chain, significantly improve client experiences, and embed AI into every part of the journey.
