Roundtable

Freedom to Innovate with Centralised Control: Governing Agentic AI in Wealth Management

November 20, 2026 9:30 am - 11:00 am EST
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Data-driven.
People first.
Executive Engagement.

As wealth and investment managers accelerate AI adoption, the challenge is no longer simply unlocking efficiency and capacity for growth, but ensuring innovation does not outpace governance. With increasing regulatory scrutiny and board-level attention, organisations must address the risks of uncontrolled AI actions, unexpected costs, shadow IT and operational vulnerabilities while continuing to modernise legacy systems.

Forward-thinking organisations are exploring how to give AI agents greater autonomy while maintaining centralised control over permissions, spending limits and business rules. Success requires connecting AI with existing enterprise systems, establishing clear accountability and human oversight, and ensuring automated workflows remain secure, auditable and aligned with business objectives.

Join OutSystems and a select group of senior operations, transformation and technology leaders for an exclusive virtual roundtable exploring how to balance the freedom to innovate with the need for centralised control. Together, we'll examine strategies for managing agentic AI risks, strengthening operational resilience and unlocking measurable business value through responsible automation.

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GDS Roundtable Environment with host, Jade
GDS Roundtable Environment with host, Ben

Speakers

Haneen Raslan

Demand Generation Manager - UK&I

Discussion Topics

1

Exploring how wealth and investment managers can accelerate AI adoption while keeping agent actions, costs and decisions within clear, accountable limits, avoiding unexpected operational exposure.

2

Addressing how ageing systems and undocumented business rules limit what AI agents can safely do, and how to tackle shadow AI and workflows operating outside IT governance while modernising for secure, scalable innovation.

3

Establishing centralised visibility, auditability and human oversight to manage AI-driven processes, meet regulatory expectations such as Consumer Duty and operational resilience requirements and demonstrate measurable business value without compromising

About OutSystems

OutSystems is consistently recognized as a leader in enterprise software development and agentic enterprise
orchestration by Gartner, IDC, and Forrester, and ranked #1 in Customer Satisfaction by users on G2. Business leaders,
IT executives and developers choose OutSystems to accelerate internal innovation without compromising reliability and
security.
Founded in 2001, the OutSystems ecosystem includes more than 90 million end users, over 600 partners, and
thousands of active customers in 75+ countries across 20+ industries. Learn more at www.outsystems.com.

Why Attend

Closed door, tailored conversations to benchmark, share and get better equipped to solve complex transformation projects.

Experience shared learning

Meet industry leading like-minded executives tackling similar initiatives.

Benchmark with your industry peers

Discover and network to gain expertise and experience on how to best act and succeed.

Accelerate your projects

Accelerate in-depth face time with the world's leading tech companies pushing the boundaries to solve your challenges.

Register Interest
"Very engaging on the right topics and with the right people, I very much look forward to (attending more) in the future"
Alex Boehme, CTO, H&M Group
"Since the session I did have several of the attendees reach out to me. We were able to grow our networks, connect together, share experiences, and I look forward to continuing those dialogs into the future"
Jeffrey Johnson, Vice President, Chief Information Security Officer and Chief Security Officer, Siemens Health Affairs for North America
"A great mixture of good topics, great technology, very engaging and having some leading experts in the field being there"
Dr Brian Letort, Fellow & Chief Enterprise Architect, Northrop Grumman
"It's not a business of selling, it's a business of sharing. And so GDS helps create the environment to share with trust."
David Kidder, CEO & Co-Founder, Bionic
"The roundtables were really valuable sessions."
Mike Welna, Senior Information Security Director, Boys Town
"I made quite a few contacts that will be beneficial to me."
Margaret Bond, Director of Cyber Security, Numotion
"This is not your typical zoom. This is a lot more innovative. The look and feel is far more advanced than what I've seen before. "
Marty Sprinzen, Founder & CEO, Vantiq

Digital event benefits

Solve key challenges and ensure relevant discussions connect with outcomes efficiently and at pace.

Meet

Access to industry leading like-minded executives tackling similar initiatives

Discover

Collaborate and network to gain expertise and experience on how to best act and succeed

Accelerate

In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges

Apply to attend

Thank you for your interest. One of the team will be in touch soon.