The Findings
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Get closer – facilitating stronger client engagement with technology
Expert: Hakan Kocabeyoglu, EVP of Product at Unblu Facilitator: Karl Cranswick, Director at Solve Partners
07 March 2024
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Personal effects - harnessing AI to fuel the human experience
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners / Phil Carden, Product Director at SS&C Facilitator: Paul Miles, Founder at Silverback Consulting
07 March 2024
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023
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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023
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Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023