A focused course, tailored for you
The US Regional Wealth Management Modernisation Roadmap
An integrated wealth management modernisation roadmap for US regional bank SVPs in 2026: AUM growth integration, Reg BI sustainment, customer-AI use-case framework, post-SVB regulatory readiness.
US regional wealth management SVPs hold four trajectories that do not reconcile cleanly. The course delivers the integrated modernisation roadmap.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Senior Vice Presidents running Wealth Management at US regional banks in 2026 carry an AUM book that has grown 18% year-on-year. The Reg BI compliance overlay has tightened. The customer-side AI use-case demand has exploded. The post-SVB regulatory pressure has compounded. The four trajectories do not reconcile cleanly on the SVP's strategic plan. The board wants a single integrated roadmap.
The course delivers that integrated roadmap. The growth-and-compliance integrated operating model. The Reg BI sustainment framework. The customer-AI use-case framework. The post-SVB regulatory readiness framework. The customer-side data-platform integration. The customer-side workforce integration. The customer-side governance integration. Twelve modules with deliverables. Plus a hand-built playbook for your specific wealth management portfolio.
The 12 modules
Module 1. The 2026 US regional wealth management landscape
Walkthrough of the 2026 US regional wealth management landscape. The post-SVB regulatory pressure profile. The Reg BI enforcement priorities. The customer-AI use-case demand profile. The competitive landscape across US regional bank wealth management functions. The strategic decisions a wealth management SVP faces in 12-month modernisation programme planning.
Module 2. Growth-and-compliance integrated operating model
Build the growth-and-compliance integrated operating model. The AUM-growth framework. The compliance-overlay framework. The cross-walk between growth metrics and compliance metrics. The integration with the customer's existing wealth management operating model. The integration with the customer's existing customer-experience framework. Plus the worked example for the customer's first integrated growth-and-compliance reporting cycle.
Module 3. Reg BI sustainment framework
Build the Reg BI sustainment framework. The customer-side disclosure framework. The customer-side conflict-management framework. The customer-side care-obligation framework. The customer-side compliance-and-supervision framework. The integration with the customer's existing Reg BI compliance cadence. Plus the worked example for the customer's first three Reg BI sustainment cycles.
Module 4. Customer-AI use-case framework
Build the customer-AI use-case framework. The customer-side AI use-case identification. The customer-side AI use-case classification. The customer-side AI use-case prioritisation. The customer-side AI use-case roadmap. The integration with the customer's existing AI-strategy cadence. Plus the worked example for the customer's first three AI use cases under the framework.
Module 5. Post-SVB regulatory readiness framework
Build the post-SVB regulatory readiness framework. The customer-side liquidity-risk framework. The customer-side concentration-risk framework. The customer-side operational-resilience framework. The customer-side regulatory-engagement cadence integration. Plus the worked example for the customer's first post-SVB-aligned readiness pack. Plus the integration with the customer's existing programme cadence and the worked example for the customer's typical operating model under the integrated framework.
Module 6. Customer-side data-platform integration
Build the customer-side data-platform integration. The customer's existing data-warehouse integration. The customer's existing customer-data-platform integration. The customer's existing portfolio-management platform integration. The customer's existing CRM integration. Plus the worked example for the customer's typical data-platform footprint. Plus the integration with the customer's existing programme cadence and the worked example for the customer's typical operating model under the integrated framework.
Module 7. Customer-side workforce integration
Build the customer-side workforce integration. The wealth-advisor role evolution. The wealth-operations role evolution. The wealth-compliance role evolution. The customer-side training framework. The customer-side competency-assessment framework. Plus the worked example for the customer's first 12 months of workforce integration. Plus the integration with the customer's existing programme cadence and the worked example for the customer's typical operating model under the integrated framework.
Module 8. Customer-side governance integration
Build the customer-side governance integration. The customer-side wealth-management committee integration. The customer-side audit committee integration. The customer-side risk-management committee integration. The customer-side compliance committee integration. The integration with the customer's existing board cadence. Plus the worked example for the customer's typical multi-committee governance cadence.
Module 9. Customer-side customer-experience integration
Build the customer-side customer-experience integration. The customer-side customer-journey-mapping framework. The customer-side customer-feedback-management framework. The customer-side digital-channel framework. The customer-side contact-centre framework. The integration with the customer's existing customer-experience cadence. Plus the worked example for the customer's typical customer-experience operating model.
Module 10. Board-readable framing
Build the board-readable framing. The integrated wealth-management dashboard. The integrated growth dashboard. The integrated compliance dashboard. The integrated customer-experience dashboard. The exception-reporting framework. The forward-look framework. The integration with the customer's existing board cadence. Plus the worked example for the board briefing pack.
Module 11. Customer engagement structure
Build the customer engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. Plus the worked example for a 12-month customer engagement and the pricing framework. Plus the integration with the customer's existing programme cadence and the worked example for the customer's typical operating model under the integrated framework.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and growth-and-compliance integrated operating model. Weeks 3-4: Reg BI sustainment and customer-AI use-case framework. Weeks 5-6: post-SVB regulatory readiness and customer-side data-platform integration. Weeks 7-8: workforce, governance, customer-experience integration. Weeks 9-10: board-readable framing, customer engagement structure. Deliverable: an integrated wealth management modernisation roadmap ready for the next 12-month programme.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
AUM growth → Module 2.
Reg BI → Module 3.
AI demand → Module 4.
Post-SVB readiness → Module 5.
Data platform → Module 6.
Workforce → Module 7.
Governance → Module 8.
Customer experience → Module 9.
Board reporting → Module 10.
Who it is for
For SVPs running Wealth Management at US regional banks, principal wealth-management consultants serving US regional banks.
Who this is NOT for. Pure non-wealth-management practitioners. Practitioners with no US regional bank wealth management context.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External wealth management modernisation consultants charge from 100,000 to 500,000 USD. 199 USD buys the focused playbook and the implementation document for your specific wealth management portfolio.
FAQ
Does this cover the trust services adjacency?
Module 1 covers trust services adjacency.
What about institutional wealth management?
Module 1 covers institutional adjacency.
Does this cover the family office adjacency?
Module 1 covers family office adjacency.
What is in the implementation playbook for me specifically?
Roadmap tuned to your specific wealth management portfolio.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
