- What “platform firms” look like by 2030: AI-assisted review and automated workflows as the operating system, removing manual bottlenecks and partner-dependent processes.
- The next core stack: unified data as a single source of truth, portals/self-service replacing email, predictive insights becoming a standard client deliverable.
- Competitive differentiators: AI-driven client engagement, mandatory digital ID, and cyber/security standards as selection criteria—how to prioritise investments now.
Chair & moderator: Mark McNee, Commercial Director, Acting Office