Billing Innovation in Asset ManagementThe Zetter, Clerkenwell
An invitation-only executive breakfast bringing together just 20 handpicked CFOs, Financial Controllers, billing specialists and senior finance leaders from top-tier asset management firms. Hosted by Envestnet, this private roundtable offers a rare and highly curated forum for strategic discussion on the future of revenue management, exploring billing accuracy, automation, and operational scalability in an increasingly complex landscape.
AI, Billing & the Next Operating Model
Private Breakfast Discussion | The Zetter, London
Billing has moved well beyond a back-office function. It now sits right at the intersection of client trust, revenue visibility, and operational risk.
At the same time, AI is moving quickly. Most firms have started exploring it, but far fewer have embedded it in a way that genuinely changes how billing operates day to day. Data gaps persist, SaaS adoption is still uneven, and there’s a growing sense that expectations are outpacing reality.
This breakfast brings together a small group of senior peers to talk through how this is actually playing out.
Envestnet will introduce key findings from its Billing Innovation Survey 2025, based on input from senior buy-side leaders. That gives us a useful starting point, but the value of the session is in the discussion around it. How firms are approaching AI in practice, where progress is being made, and where things are proving harder than expected.
What we’ll cover
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Where AI is starting to have a real impact in billing and revenue operations
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Why many firms are still some way from scaling beyond pilots
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The role data quality is playing in limiting progress
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How firms are thinking about SaaS, integration, and change without adding risk
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Why confidence in delivery is now such a big factor in vendor decisions
Who should attend
Senior leaders responsible for:
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Investment Operations
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Revenue / Billing
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Data & Technology
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Finance Transformation
Format
08:30 – 10:30
A small, curated group of around 15–18 participants.
Structured discussion over breakfast, with time to connect before and after.
Why attend
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Get a clearer view of how peers are approaching AI in billing today
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See early insights from new industry data
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Sense-check your own plans against what others are doing
