Archives: Agenda

• Foster seamless integration with a collaborative framework and culture
• Establish scalable, agile frameworks for both near-term and long-term growth
• Maximize FSP value: real-world examples of success

• Sharing patient experience through clinical trial case study examples
• Considering hurdles and barriers for participants and what could be improved
• Streamlining patient involvement, communication and processes to remove patient burden
• Using technology within trials: when it helps or hinders

• Selecting which activities can move remote without compromising control
• Governing telehealth, home visits, and local HCP models
• Tightening delegation, training, and deviation handling

• AAT’s “Securing Future Relevance to 2030”: modernising the profession, repositioning from traditional “number crunching” to strategic business partners.
• Technology’s role in elevating accountants’ purpose by automating routine tasks, freeing them up to focus on high-value business advice.

• 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.

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.