Intelligent Wealth: Approaches to Unlocking Real Value with AI and Agentic Innovation

AI is transforming wealth management, but the real challenge will lie in turning sophisticated technology into measurable client value and ensuring responsible uses of AI in terms of transparency and data use in generating insights. From automated investment strategies to personalized financial advice, agentic AI promises efficiency, scale, and precision, but firms have struggled to integrate it safely, ethically, and profitably.
This session brings together leaders from banks, fintechs, and AI innovators to explore what works, what doesn’t, and why. Panelists will discuss how to deploy AI to drive tangible outcomes, improve decision-making, and deliver smarter, more personalized wealth experiences — while navigating regulatory, operational, and ethical constraints.

Speakers

Nima Sepasy

Nima Sepasy

SVP, Innovation, Mastercard

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