Archives: Agenda
Chair’s closing remarks
Reserved for technology spotlight
Afternoon refreshments, networking and prize draw
Reserved for technology spotlight
CLIENT EXPERIENCE & HYPER PERSONALISATION
Chairperson: Adil Bundeally, Transformation Director, Risk Advisor & Interim Executive, Lloyds (Former)
From hype to habit: How AI + governed data redefine advisor productivity
AI on its own doesn’t transform advice—clean, connected data does. In this session, Boris Rankov, Head of AI Product at InvestCloud, will explore how pairing agentic AI with a governed wealth data foundation can finally unlock meaningful advisor efficiency: fewer manual tasks, more proactive client coverage, and better decisions at scale.
THE FUTURE OF OPERATIONS
Chairperson: Ian Woodhouse, Strategy Advisor, Multrees Investor Services