• Engineering the Modern Wealth Platform: How to consolidate disparate data (Alternative Investments, ESG preferences, and Private Equity holdings) into a single, high-performance view that updates in seconds, not days.
  • Capturing the Next Generation: Using data to map the “Household Graph”—understanding the flow of assets between generations to ensure the firm retains the relationship when wealth transfers from Boomers to Millennials.
  • Operational Alpha: Quantifying the ROI of a Data Cloud strategy by measuring the reduction in disjointed operations and the increase in time-to-insight for the front office.
Why Attend?

This isn’t a product pitch; it’s a peer-to-peer strategy session. We are bringing together the architects of the buy-side’s future to discuss how to turn the “Client 360” from a buzzword into a live, competitive advantage. We will discuss how you can overcome three most common hurdles in Wealth, and fundamentally change how your advisors operate:

  • The “Relationship Tax”: By automating pre-meeting prep, you can convert “Administrative Drag” (currently 20% of an advisor’s week spent on manual data aggregation) into “Relationship Alpha,” giving advisors back one full day per week for prospecting.
  • The Personalization Gap: How we are shifting clients from static, AUM-based personas to Behavioral Cohorts by identifying real-time “Intent Signals” (e.g., interest in ESG or a liquidity event) to enable “Market-of-One” personalisation.
  • The Institutional Memory Gap: How we can replace fragmented data with a Single Client Truth powered by intelligent insights to protect firm brand equity across every client touchpoint.

 

Agenda

Time Title Focus
10:30 AM Executive Networking & Fuel Coffee & Breakfast.
networking and breakfast.
10:45 AM The Wealth Visionary Keynote Snowflake SME.
Why the “Client 360” has failed for a decade and how the Data Cloud changes the physics of wealth management.
11:00 AM The ‘Alpha’ Case Study A real-world look at how a peer firm unified legacy data to drive a measurable increase in AUM or advisor retention.
11:20 AM Executive Strategy Lab (Interactive) The “Art of the Possible” Demo.
A guided, interactive walkthrough of a “Wealth Intelligence Desktop”—showing real-time intent signals and AI-driven client alerts.
11:45 AM The Peer Roundtable Moderated Q&A.
An ‘off the record’ discussion where executives can discuss (change) legacy hurdles and share success stories.
12:05 PM The Blueprint & Closing Takeaway & Next Steps.
Distribution of the physical “Wealth Data Maturity Model” and closing remarks.
12:15 PM The Blueprint & Closing Lunch at Bread Street.
Client Lunch with Snowflake SME.
  • Engineering the Modern Wealth Platform: How to consolidate disparate data (Alternative Investments, ESG preferences, and Private Equity holdings) into a single, high-performance view that updates in seconds, not days.
  • Capturing the Next Generation: Using data to map the “Household Graph”—understanding the flow of assets between generations to ensure the firm retains the relationship when wealth transfers from Boomers to Millennials.
  • Operational Alpha: Quantifying the ROI of a Data Cloud strategy by measuring the reduction in disjointed operations and the increase in time-to-insight for the front office.
Why Attend?

This isn’t a product pitch; it’s a peer-to-peer strategy session. We are bringing together the architects of the buy-side’s future to discuss how to turn the “Client 360” from a buzzword into a live, competitive advantage. We will discuss how you can overcome three most common hurdles in Wealth, and fundamentally change how your advisors operate:

  • The “Relationship Tax”: By automating pre-meeting prep, you can convert “Administrative Drag” (currently 20% of an advisor’s week spent on manual data aggregation) into “Relationship Alpha,” giving advisors back one full day per week for prospecting.
  • The Personalization Gap: How we are shifting clients from static, AUM-based personas to Behavioral Cohorts by identifying real-time “Intent Signals” (e.g., interest in ESG or a liquidity event) to enable “Market-of-One” personalisation.
  • The Institutional Memory Gap: How we can replace fragmented data with a Single Client Truth powered by intelligent insights to protect firm brand equity across every client touchpoint.

 

Agenda

Time Title Focus
10:30 AM Executive Networking & Fuel Coffee & Breakfast.
networking and breakfast.
10:45 AM The Wealth Visionary Keynote Snowflake SME.
Why the “Client 360” has failed for a decade and how the Data Cloud changes the physics of wealth management.
11:00 AM The ‘Alpha’ Case Study A real-world look at how a peer firm unified legacy data to drive a measurable increase in AUM or advisor retention.
11:20 AM Executive Strategy Lab (Interactive) The “Art of the Possible” Demo.
A guided, interactive walkthrough of a “Wealth Intelligence Desktop”—showing real-time intent signals and AI-driven client alerts.
11:45 AM The Peer Roundtable Moderated Q&A.
An ‘off the record’ discussion where executives can discuss (change) legacy hurdles and share success stories.
12:05 PM The Blueprint & Closing Takeaway & Next Steps.
Distribution of the physical “Wealth Data Maturity Model” and closing remarks.
12:15 PM The Blueprint & Closing Lunch at Bread Street.
Client Lunch with Snowflake SME.

SAVE YOUR SPOT!

Snowflake London Office, 1 Crown Place, London, EC2A 2FH, United Kingdom

Date: 10:30 AM BST

Time: May 12, 2026