Archives: Agenda

As financial institutions move from experimentation to enterprise-wide deployment, the AI agenda is becoming more complex and more consequential. We examine the key trends shaping how AI is being adopted, governed and scaled across financial services, from the rise of agentic systems and evolving regulatory expectations, to the growing pressure to demonstrate real commercial value. Drawing on GlobalData’s latest research, we explore how leading firms are prioritising investment, where momentum is building, and where risks are emerging. This session provides a clear view of what leaders need to focus on now to stay competitive, compliant and credible as AI matures.

Chairperson: Adil Bundeally, Transformation Director, Risk Advisor & Interim Executive, Lloyds (Former)

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.