Archives: Agenda

Selecting which activities can move remote without compromising control

Governing telehealth, home visits, and local HCP models

Tightening delegation, training, and deviation handling

• Knowledge is now a commodity: why the winning firms hire for mindset and learning agility, not just qualifications and “modules.”
• The 3 human capabilities AI can’t replace: interpretation (sense-making), relationship intelligence (trust), and judgement (ethics/accountability).
• Rethinking development for 2026 leaders: building these skills deliberately so talent can lead clients and teams in an AI-accelerated firm.

• CRM as an AI revenue engine: moving from a contact database to “client telemetry” that continuously monitors signals from practice/audit systems.
• Automatic opportunity detection: surfacing cross-sell/advisory needs (e.g., ESG, R&D tax) from existing client data, before partners go looking.
• Solving the doer-seller bottleneck: a blueprint for scalable business development that reduces reliance on partner time and replaces cold outreach with automated, timely engagement.

Senior representative, Fibre CRM

Hyper-personalisation is already a strategic priority for most wealth managers. The barrier isn’t ambition or data; it’s the operational layer sitting between advisor intent and client experience. Every personalised touchpoint depends on a workflow: onboarding, review triggers, threshold alerts, life event responses. When those workflows are batch-driven or generic, personalisation fails silently, and clients notice. When those workflows are manual interactions can be truly personal but fail to scale. This session explores how wealth management can close the gap between personalisation strategy and delivery reality

The impact of Quantum, IoT and parametric – forcing insurers to a model of prevention and automatic payouts that will shrink traditional claims cycles.

The evolution of cyber insurance, pricing, capacity, systemic exposure and government backstops.

How and why platform-based models could eliminate entire categories of claims by 2030.

How insurers modernised safely.

What to replace and what to wrap and retire.

The hybrid architecture that works in practice.

Lessons from real transformation/migration programmes that avoided operational disruption.

Senior representative, CGI

Supply chain fragility.

Political risk.

Operational disruption.