Agenda
Thursday, 6th November 2025
8:30 a.m. – 4.00 p.m.
How digital strategies, AI and data can drive growth
Tariq Khan, Head of Sales & Business Development, Objectway
Wealth managers face mounting pressure to deliver operational excellence, enhance client experiences, and retain relevance in an evolving marketplace. As firms embrace AI, CRM enhancements, and advanced data strategies, how can they ensure their investments deliver sustainable value rather than costly transformation failures?
Tariq Khan, Objectway’s Head of Sales & Business Development, will join a roundtable discussion exploring how leading UK wealth managers are driving their digital transformation – from integrating AI to achieving secure and scalable growth.
The session will take a closer look at:
- How are firms leveraging AI integration and data insights to enhance efficiency and deliver superior client outcomes.
- The role of digital tools in today’s competitive landscape.
- Overcoming organisational and cultural resistance to digital change.
- Future-proofing your firm’s digital strategy in the era of intergenerational wealth transfer.
Event Information
Thursday, 6th November 2025, SEI Investments, Finsbury Square, London EC2A 1BR
Get ready for a day like no other — where COOs, CTOs, CIOs, and their teams from leading Wealth Managers, Private Banks, DFMs, Advisers, and MFOs come together to challenge the status quo, spark innovation, and explore the technology shaping the future of wealth management. Request an invitation today!
Speakers
Tariq Khan
Tariq is Client Development Director at Objectway and he leads the Business Development and Account Management teams. Tariq is passionate about Wealth management sector and has been working with Wealth Managers for over 15 years, with the prime focus on delivering outstanding client outcomes. He and his team try and achieve this by forming long term partnerships with firms and enabling them to improve their user and end client experience, operational efficiency, and become future ready through Objectway’s digital solutions. Tariq studied Physiology at Kings College London and he holds the Islamic Finance Qualification.