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

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 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.