Explore How AI Agents Are Transforming the Asset and Wealth Management Industry

When:  Nov 25, 2025 from 07:00 PM to 09:00 PM (FR)
Associated with  CFA Society France

Dear Member,

We are delighted to invite you to an engaging event on AI agents and their growing impact on the Asset and Wealth Management industry.

On November 25, we will welcome representatives from FactSet and Unique AI, two companies at the forefront of financial innovation, to share their insights on this emerging technology.

AI agents have captured global attention for their potential to automate complex processes across industries such as customer service, digital commerce, marketing, and IT support.
What truly sets them apart is their ability to act autonomously, learn continuously, and collaborate intelligently, marking a genuine breakthrough in applied artificial intelligence.

At this event, you will discover:

  • What AI agents are and what they can do
  • Key success factors and challenges in deploying agentic AI
  • How to assess and price these solutions
  • The risks associated with their widespread adoption
  • Why they are poised to transform the financial industry
  • Practical use cases in asset and wealth management


The discussion will be followed by an interactive Q&A session, a live demo of our partners’ AI solutions and a networking cocktail.

Join us to meet your future virtual colleagues!  


The event will be held in English, but questions in French are more than welcome.

Location

FactSet
32 Rue Blanche
Paris, 75009