FA Solutions is proud to be a sponsor of A Meeting of Minds: Wealth Management & Private Banking, an exclusive invitation-only event organised by Owen James at the Berkeley Hotel, Knightsbridge.
Milan Patel, Head of Sales Engineering at FA Solutions, will be leading a roundtable session on the day exploring one of the most pressing questions facing the industry:
AI Ambition vs Technology Reality: Can wealth firms innovate on legacy foundations?
The session will examine whether AI can genuinely transform wealth management operations, or whether firms risk simply layering new tools on top of outdated foundations. Key questions include when to modernise core systems versus augmenting them with AI, and what role modern wealth platforms play in enabling AI-driven operating models.
Attendance is by invitation only and is CPD accredited.