Stand out sessions
A mix of visionary perspective, peer-level debate and practical platform insight from leaders shaping the industry.
The data revolution: from Clubcard to financial wellbeing
Edwina Dunn, co-founder of dunnhumby and pioneer of Tesco Clubcard, shared how data transformed trust and personalisation at scale, and what advice firms can learn as they move from client interactions to always-on, personalised, data-led client outcomes.
Unlocking trusted advice at scale
Keynote from Dynamic Planner founder and CEO, Ben Goss: our vision for working with our customers to close the advice gap and how Dynamic Planner is now the digital advice platform that creates capacity for you and your organisation. Ben discussed real customer stories, plus what’s coming next in platform-led advice.
What disruption really means for advice leaders
Katie Prescott, Technology Business Editor at The Times, provided an outside-in view of the forces reshaping the market and what leadership teams must do now to stay trusted, competitive and scalable.
CIO panel: inside the decision making behind suitable solutions
A moderated panel discussion with the industry’s leading CIOs, this session was designed to explore the current financial landscape from the macroeconomic outlook to specific asset classes. Panellists shared where they see emerging opportunities and risks, giving advisers a look “under the hood” at the thinking and decision-making that shapes suitable solutions for retail investors.
