The asset and wealth management industry is at a critical inflection point. While Artificial Intelligence is no longer a distant concept, many firms still struggle to move beyond isolated experiments toward scalable implementation. To address these challenges, MDOTM Ltd participated in the virtual event hosted by CFA Society Germany: “Scaling AI in Asset & Wealth Management”.
The webinar featured Federico Invernizzi, COO & Board Member at MDOTM Ltd, alongside Axel Maier, Partner at MDOTM Ltd. The discussion centered on the key findings of the recent research paper developed by MDOTM Ltd in collaboration with EY, titled “Artificial Intelligence: The Value is in Scale", focused on the practical realities of implementing AI in Asset and Wealth Management.
The discussion addressed the common roadblocks firms face when moving from pilot initiatives to production, highlighting the AI use cases generating the most impact today, and explore what’s required to develop scalable, resilient AI strategies that can adapt to a rapidly evolving landscape.
“AI is not a future trend, it is a present-day competitive edge, but to unlock its full potential, investment firms must move beyond experimentation. Scaling AI requires robust architecture, cross-functional coordination, and clear ownership across the organization.”
said Federico Invernizzi during the event. The discussion emphasized that while many institutions have begun exploring AI, few have achieved end-to-end integration across the investment stack. The MDOTM-EY paper serves as a roadmap for overcoming barriers and turning AI into an engine of operational efficiency, improved client engagement, and better investment outcomes.
By combining EY’s strategic perspective with MDOTM’s applied AI experience, this webinar offered a concrete roadmap for firms aiming to shift from exploratory projects to integrated, scalable AI solutions.
Download The Paper Here
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About MDOTM Ltd
Founded in London with offices in New York and Milan, MDOTM Ltd is the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. Its proprietary platform, Sphere, supports financial institutions worldwide with three core solutions:
– AI-driven Insights: Enhancing tactical and strategic asset allocation decisions
– Portfolio Studio: Building and rebalancing portfolios efficiently at scale
– StoryFolio: Automating and personalizing portfolio reporting using Analytical and Generative AI
For more information, visit: www.mdotm.ai
Contacts:
MDOTM Ltd | Media Relations
media@mdotm.ai
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