Archives: Agenda

• Addressing the unique challenges of this influential group
• Breaking down the barriers and building women’s financial security
• Calling all investors – fixing the gap in investor confidence in women
• Emphasising the impact of the gender pay gap on translating wealth into retirement savings
• Educating women in transferring wealth to the next generations

• Can firms outsource their data analytics and product transformation to third parties vs building in-house?
• What are the real-world impacts on innovation, agility and customer service excellence?
• How are talent strategies affected, as many firms balance tech build vs third-party investment?

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

• Building a privacy-first culture
• The power of strong governance partnerships
• Strengthening regulatory awareness across the business
• Creating the right foundations for compliance and protection
• Looking ahead: Preparing for increasing scrutiny

Moderator: Craig Beattie, Principal Analyst, Celent

• To what extent has the industry implemented AI into their core strategies, systems and services?
• How can new product development benefit from AI enhancements?
• Changing how wealth managers create detailed customer profile from LLMs
• How is ML reshaping the way investments are managed?