The Big Shift returns for a second season, with two sessions for the advice and wealth sector on Single Customer View and Agentic AI. This article sets out the thinking behind each session and why both come back to the operating model.
We built the market evidence and prioritised the growth initiatives to help a concentrated business diversify, identifying more than $500M in revenue potential.
How AI in wealth management can help close the advice gap, and the data, leadership and governance firms need in place to scale advice with confidence.
