Archives: Agenda

• To what degree can you use client data for products and services?
• What’s too much?
• Building fruitful relationships with clients to strengthen trust
• Critical data purity to allow clear communication and engagement
• The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
• Using customer data in training and testing models vs synthetic data

• Learn from tech’s pivot playbook: how past disruptions foreshadow today’s API-driven revolution
• Crush silos, build ecosystems: turn integration headaches into competitive moats with strategic API architecture
• Cash the automation dividend: real-world tactics to boost margins through API synergy
• You can’t open the AI lock without an API key: the role of APIs as the ultimate tool for releasing AI’s benefits
• Avoid the “legacy trap”: why clinging to outdated systems could see you miss out on as much as 40% efficiency savings

Ten x 60-second pitches from net-zero solution providers

• Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
• What resources do we need to grow ESG investments?
• Diversifying client needs and demands – is hyper- personalisation the answer?
• How are banks operating amongst tax and compliance implications?
• Why are we seeing an increase in alternative investment services?

• Partnering for Transformation – SOLTI chose Flex Databases to address the limitations of their previous CTMS and improve operational efficiency.
• Migration Process – The transition managed through structured planning, tailored configuration, and consistent communication between both teams.
• Operational Improvements – Enhanced reporting, adaptable dashboards, and better oversight of monitoring activities supported by a more intuitive system.
• Key Takeaways – SOLTI’s experience highlights how a well-managed migration can strengthen trial management and prepare organizations for future growth