2025 Agenda

Today, AI is making the impossible possible. But it wasn’t long ago that AI was still a distant dream.

In our opening address, one of our nation’s most respected AI luminaries, Silvio Giorgio, will ask three fundamental questions of our relationship with AI - the answers to which will have deep ramifications for us all, not simply as brokers, but as humans.

How did we get here?
Where exactly are we?
Where do we go from here?

Together, we will chart the evolution of AI to better prepare you for the future that awaits.

Imagine a broker with deep expertise that constantly learns and never sleeps. This is the powerful world of agentic AI.

AI agents have immense disruptive potential that extends well beyond automating workflows. By integrating intelligent systems that can act both independently from, and in collaboration with, humans, brokers are reimagining what is possible across the entire value chain. In this session, we’ll see how agentic AI is transforming how brokers operate now and into the future.

Over the past few years, we’ve seen an explosion of new broker technologies, each one promising to revolutionise your workflow, boost efficiency, and unlock new growth. With so many options, how do you determine which tools are truly essential for your business?

The difference between chasing shiny new apps and building a streamlined, function-enhancing tech stack can directly impact how fast, and how sustainably, your business grows.

In this session, we’ll unpack the critical technologies reshaping the loan application process, business operations, and client acquisition. More importantly, we’ll explore what sets these tools apart so you can make informed decisions and invest in solutions that scale with your business.

• Strategies for streamlining your technology stack to improve efficiency and remove redundancy.
• How technology is improving CX and creating profitability at key stages of the customer journey, from lead-generation through to conversion and retention.
• The challenges of integrating technology with a customer-first approach, and meeting customer expectations around technology.

Technology is reshaping the US broker channel at a blistering pace. That’s why we’ve brought in world-renowned speaker Todd Duncan to break down the latest innovations from this fast-moving market. For Todd, transformation is about using technology to build trust and deepening connections to give you the edge over your competitors. In this exclusive address, he shows us where we have room to grow and outlines how US brokers are tackling the tech revolution.

What you'll learn:

• The mindset shift that changes everything: How the most successful brokers, agents and companies are using AI to enhance humanity, not replace it.
• EI-driven AI in action: Discover real-world strategies where emotional intelligence supercharges AI outcomes in leadership, sales, service, and innovation.
• The trust factor: How to build high trust with customers, teams, and stakeholders in an AI-powered world
• The three rules for human-AI synergy: Simple framework for staying human first – and how that unlocks loyalty, performance, and profit.
• Why “accelerate income” is the new AI: Redefine AI in your world and walk away with a mindset that boosts income, efficiency, and impact.

Finance industry professionals are no strangers to change – but the pace of disruption is accelerating. With the rapid rise of AI and digital innovation, the entire finance supply chain is evolving at an exponential rate. It's never been more critical to stay engaged in the conversation about what’s happening across all levels of lending – now and into the near future.

In this session, we’ll break down the latest developments across the entire lending ecosystem. We’ll ask how lenders, aggregators, and brokers are preparing for a future that is more tightly interwoven and technology dependent. Key questions for our panellists include:

• How are open banking-backed technologies creating new opportunities – and pressures – around client retention?
• How can brokers position themselves to stay ahead as the industry transforms?
• As lenders integrate AI to assess risk and automate approvals, what does this mean for broker influence in the lending process?
• In an era of instant data access and automated solutions, what key skills, relationships, and tools will set successful brokers apart?

AI is evolving at an astonishing rate. Over the last two years, we’ve seen AI grow from a technical experiment into a widely adopted copilot in our personal and professional lives. As brokers and as leaders, now is the time to learn the wide variety of AI applications that can benefit your business, before the learning curve becomes too steep to climb. Chris Borg, Founder and CEO at My Virtual Broker is at the coalface of AI integrations in the mortgage industry. In this session, Chris shares specific, broker-centric use-cases for AI that you can deploy today, and benchmarks the mortgage industry against other sectors. Our questions for Chris include:

• As a broker experimenting with AI in isolated cases, where should I look to begin more deeply integrating and automating?
• From prompt engineering through to drift and hallucination, what should I be on the lookout for when I start to rely more heavily on AI? How can I position myself for success from the outset?
• What are the main risks I assume when adopting AI? How can I ensure that I protect myself, my business, and my clients when I start down this road?

We know that AI is evolving at an exponential rate. But where exactly do we stand on this exponential curve? In this thought-provoking and confrontational session, Chris demonstrates how AI is being deployed in modular systems to introduce autonomy at key stages in the broker journey. Finally, we’ll ask hard questions about the future of AI, where we are heading, and what it all means for your future as a broker. Key questions include:

• AI is already predicting market trends and generating personalised financial insights – so what’s stopping clients from adopting AI to bypass brokers entirely?
• What’s the real risk of being too slow to adopt AI? In five years, will ‘traditional’ brokers even exist, or will the industry belong to AI-native firms?
• AI can generate rapid insights, but how do brokers verify and validate these outputs? How can human intuition, ethics, and judgement remain central to decision-making as we race towards an autonomous future?