What this theme covers
Digitisation is the long arc that started with a paper-to-PDF migration and now lands at agentic workflows running on rebuilt cores. Inside this theme TWM tracks the projects, the operating-model moves, and the vendor shortlists that wealth firms are actually drawing up.
Three things that changed in 2026
- Onboarding is the wedge. Most digitisation programmes now start at the onboarding journey and back into the rest of the stack from there.
- Agentic is real. 2025's pilots are 2026's production deployments. The supervisory layer matters more than the model.
- Data integration is the bottleneck. Firms with clean reference data ship 4× faster. Those without are quietly rebuilding their data lake first.
