FIMA US 2026
April 22 - 23, 2026
The Westin Copley Place, Boston, MA
Day 1 Wednesday, April 22, 2026
10:05 AM Keynote: Leading from the Center – How AI for Operations Drives Business Value
- In the wealth and asset management space, AI's impact seems most visible in the front office: enhancing client engagement, investment performance, and trade execution. But the impact of high-visibility use cases like these often fails to scale—because the operational core beneath remains manual, fragmented, and overloaded.
This keynote will explore how AI for Operations drives tangible value from the center of the business outward, acting as a critical force multiplier for scalable success. We'll examine the key opportunities where Operations can generate the fastest, safest, and most durable ROI on AI investments. Topics will include:
- Identifying the highest-potential use cases
- Drawing upon adjacent information to add contextual intelligence
- Embedding good governance upfront, at the data source
- Designing user experiences that feel intuitive and familiar
Day 2 Thursday, April 23, 2026
7:45 AM Private Breakfast Hosted by BetaNXT: Blind Spots & Bottlenecks – How AI Reveals Hidden Data Issues
- Many firms are discovering underlying issues in their data because AI is shining a light on them for the first time. Older systems might have tolerated imperfect data, but AI deployment quickly reveals previously hidden cracks. Join us for a peer-to-peer discussion of “what we didn’t know until we knew.”
We'll share lessons learned and words of advice on:
- Saying goodbye to "good enough" data
- When legacy workarounds no longer work
- Historical assumptions that became outdated fast
- In hindsight, what you would test first before fully launching
Check out the incredible speaker line-up to see who will be joining Tom.
Download The Latest Agenda