AI-Driven Distribution: Unlocking Sales Efficiency and Engagement at Scale
The Walbrook Club, 37A Walbrook, London EC4N 8BS
Wednesday 4th March: 8:30am – 10:30am
Join Seismic for a private, invitation-only roundtable breakfast at The Walbrook Club, convening just 25 senior leaders from across distribution, operations, marketing, product and technology within asset management.
This is a closed-door, peer-level discussion designed for decision makers shaping the future of revenue growth and client engagement. In a focused, high-trust setting, COOs, Heads of Distribution, CMOs, Chief Digital Officers and Strategy Leaders will examine how AI is moving from experimentation to execution.
Roundtable Discussion Focus
This closed-door session is designed exclusively for senior asset management leaders responsible for distribution strategy, operating model design, and revenue growth.
The discussion will centre on three executive-level questions shaping boardroom agendas today.
- How Should Distribution Be Re-Architected for an AI-Enabled Era?
AI is no longer an innovation topic. It is an operating model decision.
- Redesigning workflows across product, marketing and sales
- Embedding automation across complex product structures, including ETFs, SMAs and private markets
- Protecting margin while building scalable capability
- Creating a distribution model built for speed, precision and resilience
- Where Is AI Delivering Measurable Commercial Impact?
The focus shifts from experimentation to revenue performance.
- Increasing productivity across client-facing teams
- Prioritising advisers and opportunities with intelligent data
- Driving targeted engagement across channels and regions
- Translating enablement into demonstrable sales efficiency
- What Separates Firms That Scale AI From Those That Stall?
Execution and leadership alignment determine outcomes.
- Embedding AI into existing technology ecosystems
- Securing internal adoption across senior stakeholders
- Building credible ROI cases that withstand board scrutiny
- Connecting distribution strategy to measurable growth
With just 25 senior peers in the room, this roundtable is structured for open, candid exchange among leaders navigating the same commercial pressures and transformation mandates.
Supported by Seismic, the session will surface practical approaches already being implemented across the asset management landscape, with clear implications for operating model design, client engagement and revenue acceleration.
