The wealth management industry is at a pivotal moment in AI adoption, with over one-third of firms planning to invest more than US$50 million in AI initiatives over the next two years. Yet a clear divide is emerging—while 63% of firms with over $50 billion AUM report advanced AI/ML execution capabilities, only 14% of smaller firms say the same. This technological divide is particularly significant given that online broker-dealers have been the fastest-growing segment, with client assets growing 17% annually since 2016, compared to 11% for the industry overall. This panel brings together industry leaders who are successfully deploying AI to drive measurable business outcomes across their organizations.

This panel will focus on:

• Strategic priorities for AI investment, informed by findings that 22% of private banks are already running production AI use cases
• How leading firms are measuring ROI on AI investments, which is particularly critical as firms allocate more than US$50 million budgets
• Practical strategies for catching up to larger competitors that have been developing AI capabilities since the 2010s
• Balancing innovation with risk management—addressing the regulatory and compliance considerations that have 25% of online brokers hesitant to adopt AI