Model Office Data & AI Executive Symposium:
The FCA, Your Firm, AI and Data
Date to come @ 10:00–13:00
Pavilion Club, Cannon Green 27 Bush Lane London EC4R 0AA (Map)
This C-suite symposium follows our April session and brings together leaders from wealth management, financial advice and tech firms to explore how better data can support business strategy, FCA supervision and improved client outcomes. We will be publishing our Data and AI white paper which examines regulatory intelligence, Consumer Duty, AI and Agentic AI, focusing on the governance and accountability required of a data-driven and tech enabled firm.
The central discussion running through all three sessions is:
How can wealth management and financial advice firms use better data and tech to improve and maintain business performance and client outcomes, while providing the governance, controls and regulatory evidence increasingly expected by the FCA?
We will cover:
- What the FCA require across their data led supervision strategy
- How successful implementation of tech and AI looks and working examples
- What is required to become truly a data led business
- What good Tech Stacks look like and building a data lake
- How to engage stakeholders such as the FCA, tech companies in your challenges
- Actionable strategies to apply to your business to encourage collaboration and positive change
