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.
Archives: Agenda
Opening remarks
Modernising Legacy Without Breaking the Business: A Practical Roadmap
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.
From capability to execution: why AI isn’t the bottleneck
- Why organisations overestimate model limitations and underestimate process design
- The gap between what AI can do and what firms actually implement
- How to move from experimentation to repeatable, operational use cases
- What separates scalable AI programmes from stalled pilots
Dragons’ Den: 60 Second Innovation Pitches
The most promising insurance tech you haven’t heard of yet.
What problem each solves — and why it matters now.
Early signals of where the market is going. What operators should watch out for next
Navigating the perfect storm – how trial and drug complexity is reshaping supply chain strategy
- Advanced Modalities, biomarkers, amendments, DCTs, globalization
- How data and early signals can help anticipate shifts in supply chain needs, competitive intelligence and site selection.
- Navigating challenges around CDMO and supply chain vendor planning and selection
Registration and refreshments
Cold Is Easy. Control Is Not. How smart logistics improve PCM benefits in pharmaceutical shipments
- PCMs provide predictable thermal buffering
- When and why temperature control fails in pharma logistics
- Dry ice is powerful – but not trivial
- How to overcome these failures best – (where) can AI help?
- Logistics tools improving PCM benefits
Navigating the future of clinical trial logistics
Insights from the DHL logistics trend radar
- Key logistics trends impacting life sciences & healthcare
- Customer insights on adoption and priorities: LTR ECHO
- What’s next in the DHL logistics trend radar