VIP Roundtable: Invite-Only Discussion: The AI Readiness Gap: Why Architecture, Data, and Operating Models Will Determine the Next Generation of Investment Firms
Interactive roundtable FIAI
2026-09-24 | 02:20 PM - 03:00 PM | 1E05 Room
Information
AI is rapidly becoming accessible to every firm. The differentiator is no longer who has the most tools, but who has the operational foundation to scale intelligence across the enterprise. This roundtable will explore how architecture, data quality, governance, workflow design, and operating models are emerging as the critical factors separating successful AI adoption from stalled initiatives. Participants will discuss what it takes to move from experimentation to enterprise-scale impact and how investment managers and asset servicers are preparing for the next generation of intelligent operations.
- How are firms redesigning operating models, decision rights, and accountability structures to support AI at scale?
- How should firms prioritize investments between AI applications and foundational data modernization initiatives?
- What lessons have emerged from integrating AI into existing investment, operations, and servicing platforms?
Speakers
Daniel Vannucci
FundGuard
Sales Director
Exhibitors
