AI-Driven Distribution: Unlocking Sales Efficiency and Engagement at Scale
The Lambs Club, New York, NY 10036
Tuesday 19th May: 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
Beyond the Great Wealth Transfer: Redefining the Asset & Wealth Management Partnership
The industry’s focus on the “great wealth transfer” often centres on the movement of assets between generations. But the bigger shift is happening beneath the surface.
Winning firms will not simply be those that capture assets, but those that redefine how value is delivered across the asset and wealth management ecosystem. Expectations are changing fast, driven by demand for more personalised experiences, more relevant insights, and more seamless engagement between asset managers, wealth firms, and advisors.
At the same time, AI and data are accelerating this shift, creating new opportunities to connect distribution, marketing, and investment capabilities in ways that were not possible before.
What we’ll cover:
This closed-door breakfast briefing brings together senior leaders from both asset and wealth management to explore how firms are adapting to this new reality.
Discussion will focus on:
- How asset managers and wealth firms are evolving their partnership models
- The role of AI in enabling more personalised, scalable client engagement
- How marketing, distribution, and sales enablement teams are being redefined
- Where firms are investing to better support advisors and end clients
- What “good” looks like in a more connected, data-driven ecosystem
Why attend:
This is a highly curated, discussion-led session designed for a small group of senior peers.
- No presentations, focused discussion with like-for-like leaders
- Practical insights on what firms are doing right now
- Opportunity to benchmark your approach against others in the room
- Direct access to peers across both asset and wealth management
Format:
08:30 – Arrival & breakfast
09:00 – Opening session (Seismic-led)
09:25 – Roundtable discussions
10:30 – Close
