Webinar

2026 AUM-Growth Strategies for Wealth Firms

In a market defined by volatility, fee pressure, and rapid tech adoption, standing still means losing clients and AUM every quarter. Learn the strategies leading wealth firms are using for 2026 to protect margins, grow AUM, and deliver the seamless client experience investors now expect.

December 10, 2025
1 PM EST, 7 PM CET

Register to Be Part of the Event

Our Speakers

Edward Garry

Executive CRM Business Strategy Leader for Financial Services

Vlad Voskresensky

COO and Co-founder
at Revenue Grid
Eugene Gordieiev

Eugene Gordieiev

VP of Customer Success & Services
at Revenue Grid

Attend The Webinar
To Learn About

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Trends shaping the wealth management industry in 2026
Which industry, technology, and regulatory shifts will actually change how you grow AUM and structure your operating model?
Top 5 strategies leading companies are already investing in for 2026
Which strategic initiatives are top wealth firms pushing forward to strengthen growth, efficiency, and client experience?
Hyper-personalization at scale through AI and analytics
Given how client expectations are evolving, how do you deliver true personalization at scale across segments and households?
AI-driven productivity automating workflows and insights
How do leading firms use AI to automate advisor and operations workflows, unlocking extra client-facing capacity?
Compliant personalization at scale
How do you deliver AI-tailored guidance across households while staying inside KYC/AML, suitability, and review policies?
Unified CRM + AI + Data fabrics powering advisory
How do you connect CRM, analytics, and planning into one trusted client record that drives next-best actions?

Win More Clients With
the Right Strategy in 2026

December 10, 2025
1 PM EST, 7 PM CET

Register to Be Part of the Event

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