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Webinar: The AI-Powered Investment Firm & Live Demo

Join us for a walkthrough of the latest insights from The AI‑Powered Investment Firm report, followed by a live AI demo and audience Q&A.

March 18 & 19

Overview

Get a clear walkthrough of the key findings from The AI‑Powered Investment Firm report, based on insights from 500+ financial institutions overseeing US$74.2T across 16 global markets. We’ll then bring it to life with a live demo of FNZ Advisor AI, showing how firms can work smarter, move faster and deliver better client outcomes. The session is fully interactive, with time to engage directly with our experts. Join us to stay ahead of a fast‑moving landscape and walk away with actionable insights.

When

This live webinar will run on March 18 and 19, with two sessions to support different time zones. When you register, please choose the session that works best for you. We’ve included time‑zone–friendly options for each country below.

Country

Session 1

Session 2

United States & Canada

18 Mar: 10:00 EDT

18 Mar: 07:00 PDT

18 Mar: 18:00 EDT

18 Mar: 15:00 PDT

United Kingdom

18 Mar: 14:00 GMT

Europe

18 Mar: 15:00 CET

Australia

19th Mar: 09:00 AEDT

New Zealand

19th Mar: 11:00 NZDT

Panel

Join our expert panel for a live discussion and audience Q&A. Engage directly, ask questions, and get fresh insights from:

  • Tom Chard, Group Head of Growth and FNZ Executive Committee Member

  • John Blackman, Head of Products at FNZ

  • Lou Celi, Chief Executive Officer at ThoughtLab

  • Advisor AI, Live Demo

Explore their bios below.

Agenda

Walkthrough of The AI‑Powered Investment Firm report, highlighting the key trends and innovations reshaping the industry.

15 minutes

Live Demo
- Real examples of what firms are doing today
- How AI helps wealth managers deliver personalized advice at scale more efficiently

30 minutes

Live audience Q&A

15 minutes

Access the research today & get the on demand recording

We look forward to having you join our live webinar on The AI-Powered Investment Firm - Live Demo. If you can’t attend, simply register and we’ll send you the full report and executive summary today. We’ll also share the webinar recording after the event so you can watch on demand.

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