As the Great Wealth Transfer accelerates across North America, asset and wealth management firms are facing growing pressure to modernize client engagement, advisor enablement and distribution strategies. Investors increasingly expect more personalized, timely and digitally enabled experiences, while many firms continue to navigate fragmented systems, inconsistent data and evolving operating models.

This private, closed-door discussion will explore how firms are modernizing client and advisor engagement, supporting distribution and client-facing teams with better tools and insights, and turning digital and AI investment into measurable business value.

The session will be peer-led, practical and held under Chatham House Rule, creating space for open discussion between senior leaders facing similar commercial, operational and transformation challenges.

Agenda

8:30am: Arrival, breakfast and networking 

8:45am to 9:05am: Opening session

A short opening session framing the Great Wealth Transfer and the key trends shaping client engagement, distribution and transformation across the industry.

9:05am to 10:30am: Roundtable discussions

The main discussion will be structured around three practical themes.

Meeting the Expectations of the Next Generation Client

Investor expectations are changing rapidly across asset and wealth management. Firms are under pressure to deliver more connected, personalized and digitally enabled experiences across both client and advisor channels.

Discussion topics: 

• How are investor expectations changing?
• Where are firms still struggling to deliver personalized engagement at scale?
• How do operations, marketing and transformation teams create a more connected client experience?
• What does “good” look like when balancing digital engagement with trusted relationships?

Turning Digital Engagement Into Measurable Value 

Many firms are investing heavily in digital engagement, analytics, AI and advisor enablement, but measuring impact remains difficult.. 

Discussion topics:

• How are firms measuring the effectiveness of digital engagement across clients, advisors and distribution teams?
• What data and feedback loops are needed to understand what is driving value?
• How are firms balancing automation and personalization?
• Where do teams need to be better aligned internally?

From Ambition to Execution: AI, Advisors and Operating Model Change

AI and modern enablement tools are becoming central to the future of client engagement and distribution, but adoption remains a challenge for many firms.

Discussion topics:

• Where is AI already creating practical value?
• What is holding firms back from scaling adoption?
• How are firms managing behavioural and operating model change?
• What needs to change to support more connected, insight-led engagement?

10:30am: Breakfast concludes