Archives: Agenda

• The AI opportunity: convert client data into insights and actions (e.g., product recommendations, hyper-personalisation, intelligent prospecting, and client monitoring)
• Closing the investment and feasibility gaps: a practical assessment framework to evaluate AI use cases, secure stakeholder buy-in, and guide implementation
• Future-proofing AI operations: building a tech stack that empowers business teams, enhances customer experiences, and maintains compliance and efficiency with (private) AI

• How is AI transforming fund governance and investor protection?
• What challenges arise when integrating AI into regulated financial environments?
• Key use cases: Document classification, prospectus analysis, and predictive compliance
• BI vs AI: Complementary tools or competing paradigms?

This session will explore how strong foundations—clear ethics, fairness, and a people-first mindset—are essential for scaling AI successfully in financial services. Leanne Allen (Head of AI Advisory at KPMG) will discuss how building smarter, more transparent systems can unlock real value, drive trust, and ensure AI delivers meaningful impact where it matters most.

Discover how leading FSIs are gaining a competitive advantage in their legal, compliance, and risk operations through AI-powered document analysis and drafting.